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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,804 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 104 funds opening new positions, 651 increasing their positions, 698 reducing their positions, and 102 closing their positions.

Holders
1,804
Holders Change
-41
Holders Change %
-2.22%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.53%
% of All Funds
2.54%
New
104
Increased
651
Reduced
698
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.46B
2
SW
2
SoFi Wealth
California
$172M
3
LPL Financial
3
LPL Financial
California
$1.76B
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$105M
5
FDP
5
Financiere des Professionnels
Quebec, Canada
$65.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$416M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$415M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.07B
5
Wells Fargo
5
Wells Fargo
California
$1.44B
Name Market Value Shares Shares
Change 		Shares
Change %
APW
76
Austin Private Wealth
Texas
$58.1M 626,025 +43,588 +7%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$56.3M 606,701 +10,178 +2%
SWM
78
SilverOak Wealth Management
Minnesota
$53.9M 581,149 +3,513 +0.6%
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$53.9M 581,067 +8,449 +1%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$53.7M 578,215 -19,681 -3%
SCM
81
SCS Capital Management
Massachusetts
$53.1M 572,153 +6,514 +1%
WWG
82
West Wealth Group
California
$50.8M 542,892 +8,204 +2%
AF
83
Allworth Financial
California
$50.4M 543,298 -7,546 -1%
SPIA
84
Steward Partners Investment Advisory
New York
$49.1M 529,449 +30,171 +6%
IWC
85
Integrated Wealth Concepts
Massachusetts
$48.8M 525,426 -48,258 -8%
NSIM
86
North Star Investment Management
Illinois
$48.5M 522,677 +408 +0.1%
WANY
87
Wealthspire Advisors (New York)
New York
$47.6M 513,282 +332,766 +184%
Corient Private Wealth
88
Corient Private Wealth
Florida
$47.3M 509,834 +240,602 +89%
PA
89
Probity Advisors
Texas
$46.5M 501,058 +1,348 +0.3%
OIA
90
OneDigital Investment Advisors
Kansas
$45.9M 494,233 -58,593 -11%
CW
91
CreativeOne Wealth
Kansas
$45.6M 490,839 -36,416 -7%
CL
92
Choreo LLC
Illinois
$44.4M 478,525 -18,064 -4%
AI
93
Atria Investments
North Carolina
$43M 463,565 +18,564 +4%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$42.7M 460,349 +7,335 +2%
PA
95
Parallel Advisors
California
$41.8M 450,352 -904 -0.2%
1IA
96
1834 Investment Advisors
Wisconsin
$40.9M 440,540 -12,401 -3%
IWA
97
Icon Wealth Advisors
Texas
$39.4M 423,915 +35,970 +9%
SPC
98
Sigma Planning Corp
Michigan
$38.7M 416,632 -53,824 -11%
Charles Schwab
99
Charles Schwab
California
$38.7M 416,496 -26,066 -6%
WA
100
Waverly Advisors
Alabama
$37.9M 407,890 +39,200 +11%
2 3
4
5 6