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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 %
LWCFA
1001
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$841K – – –
SWA
1002
SOA Wealth Advisors
New York
$838K +$743 +8 +0.1%
NRC
1003
New Republic Capital
North Carolina
$836K +$27.8K +299 +3%
RAS
1004
RPS Advisory Solutions
Kentucky
$835K -$3.71M -39,936 -82%
WPC
1005
Wedmont Private Capital
Pennsylvania
$832K – – –
NCM
1006
Neumann Capital Management
California
$831K +$88.2K +950 +12%
SYBT
1007
Stock Yards Bank & Trust
Kentucky
$828K -$37.1K -400 -4%
BCM
1008
Brasada Capital Management
Texas
$828K -$107K -1,289 -11%
RMCM
1009
Reynders McVeigh Capital Management
Massachusetts
$826K – – –
FWA
1010
FSM Wealth Advisors
Ohio
$824K – – –
AWM
1011
Angeles Wealth Management
California
$822K – – –
CFGW
1012
Chancellor Financial Group WB
Pennsylvania
$820K +$51.1K +551 +7%
AIA
1013
Arbor Investment Advisors
North Carolina
$818K – – –
TSS
1014
Two Sigma Securities
New York
$818K -$405K -4,366 -33%
BEI
1015
Benjamin Edwards Inc
Missouri
$816K -$37K -399 -4%
WPW
1016
Watershed Private Wealth
Illinois
$815K +$102K +1,103 +14%
AFA
1017
American Financial Advisors
Georgia
$812K -$5.57K -60 -0.7%
FAM
1018
Forte Asset Management
New York
$812K – – –
CHC
1019
City Holding Co
West Virginia
$811K +$7.98K +86 +1%
TCWM
1020
Total Clarity Wealth Management
Illinois
$806K – – –
OPA
1021
Old Port Advisors
Maine
$804K -$182K -1,962 -18%
ACA
1022
Affinity Capital Advisors
California
$803K +$232K +2,567 +41%
SAG
1023
SageView Advisory Group
California
$803K +$186 +2 +0%
HH
1024
Hilltop Holdings
Texas
$799K +$277K +2,988 +53%
4WM
1025
4J Wealth Management
Virginia
$796K +$9.28K +100 +1%
39 40
41
42 43