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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,805 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 651 increasing their positions, 699 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-42
Holders Change %
-2.27%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.54%
New
103
Increased
651
Reduced
699
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M
2
SW
SoFi Wealth
California
+$168M
3
LPL Financial
LPL Financial
California
+$91.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$69.4M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$65.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$309M
2
HNB
Huntington National Bank
Ohio
-$270M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$129M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$128M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
901
Greenup Street Wealth Management
Michigan
$1.06M -$4.13M -44,469 -80%
MLL
902
Moody Lynn & Lieberson
Massachusetts
$1.06M – – –
LA
903
Lifeworks Advisors
Michigan
$1.05M +$38.5K +415 +4%
JFGIW
904
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.05M +$17.3K +186 +2%
SWP
905
Semus Wealth Partners
Florida
$1.05M +$48.1K +518 +5%
BBWP
906
Beacon Bridge Wealth Partners
Pennsylvania
$1.05M -$5.11K -55 -0.5%
LC
907
LTG Capital
Massachusetts
$1.04M -$37.1K -400 -3%
FPW
908
Flagship Private Wealth
Massachusetts
$1.04M -$26.5K -285 -2%
MCM
909
MidAtlantic Capital Management
Virginia
$1.04M – – –
CWM
910
C2C Wealth Management
Arizona
$1.04M – – –
SWM
911
SK Wealth Management
Rhode Island
$1.03M +$18.1K +211 +2%
WTB
912
Washington Trust Bank
Washington
$1.03M -$46K -495 -4%
SB
913
Simmons Bank
Arkansas
$1.03M – – –
FWM
914
Focused Wealth Management
New York
$1.02M -$7.15K -77 -0.7%
FNBSF
915
First National Bank Sioux Falls
South Dakota
$1.02M – – –
LF
916
LifeSteps Financial
California
$1.02M -$68.3K -736 -6%
ECA
917
Elevated Capital Advisors
Utah
$1.02M -$84.9K -915 -8%
MA
918
MKT Advisors
California
$1.02M – – –
FNT
919
First National Trust
Pennsylvania
$1.01M -$501K -5,396 -33%
MMPW
920
Mitchell McLeod Pugh & Williams
Alabama
$1.01M -$6.13K -66 -0.6%
TFG
921
Taylor Financial Group
Virginia
$1.01M – – –
LA
922
LexAurum Advisors
Kansas
$1.01M +$41K +442 +4%
SNB
923
Security National Bank
Nebraska
$1.01M +$51.4K +554 +5%
LSIA
924
LaSalle St. Investment Advisors
Illinois
$1.01M +$35.6K +384 +4%
SXL
925
Summit X LLC
Missouri
$1M -$29.7K -320 -3%
35 36
37
38 39