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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 %
UWPG
926
Ullmann Wealth Partners Group
Florida
$998K – – –
LWM
927
LongView Wealth Management
Georgia
$995K +$44.2K +476 +5%
SIM
928
Synergy Investment Management
Florida
$991K -$23.5K -253 -2%
EAM
929
Empirical Asset Management
Massachusetts
$990K +$99.1K +1,068 +11%
SWM
930
Stockman Wealth Management
Montana
$989K -$464 -5 -0%
FDCDDQ
931
Federation des caisses Desjardins du Quebec
Quebec, Canada
$988K -$82.2K -885 -8%
HCM
932
Hollencrest Capital Management
California
$988K – – –
KW
933
KWB Wealth
California
$986K – – –
BFG
934
Beacon Financial Group
Texas
$983K +$147K +1,584 +18%
FFA
935
Florida Financial Advisors
Florida
$980K -$73K -786 -7%
NWAG
936
Net Worth Advisory Group
Utah
$977K +$18.8K +202 +2%
PFBT
937
Parkside Financial Bank & Trust
Missouri
$968K +$186 +2 +0%
LWM
938
Lakeridge Wealth Management
Ohio
$965K +$19.6K +211 +2%
HNWA
939
Henrickson Nauta Wealth Advisors
Michigan
$962K -$4.35K -49 -0.4%
SIC
940
Salem Investment Counselors
North Carolina
$960K – – –
PR
941
Payden & Rygel
California
$958K +$2.41K +26 +0.3%
PSF
942
Pacific Sun Financial
California
$957K – – –
CA
943
Claro Advisors
Massachusetts
$956K -$82.5K -889 -8%
RF
944
RHS Financial
California
$954K -$994K -10,702 -51%
MG
945
McHugh Group
Ohio
$952K – – –
Betterment LLC
946
Betterment LLC
New York
$951K +$50.4K +543 +6%
PWA
947
Provenance Wealth Advisors
Florida
$949K -$3.06K -33 -0.3%
FFG
948
Fortress Financial Group
Minnesota
$948K – – –
LFA
949
LGT Financial Advisors
Texas
$948K -$42.5K -458 -4%
SIAM
950
Sterling Investment Advisors (Missouri)
Missouri
$947K +$7.15K +77 +0.8%
36 37
38
39 40