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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 %
BFS
1051
Bare Financial Services
Pennsylvania
$728K – – –
T
1052
Tidemark
California
$726K +$279 +3 +0%
CTA
1053
Chesley Taft & Associates
Illinois
$726K -$83.2K -896 -10%
OAM
1054
Oppenheimer Asset Management
New York
$726K -$18.6K -200 -2%
JSW
1055
Journey Strategic Wealth
New Jersey
$722K +$29.9K +322 +4%
SWM
1056
SeaCrest Wealth Management
New York
$721K -$144K -1,551 -17%
ST
1057
Sageworth Trust
Pennsylvania
$721K – – –
MWP
1058
Madison Wealth Partners
Wisconsin
$720K +$43.3K +466 +6%
FCP
1059
Fidelis Capital Partners
Florida
$719K -$12.8K -136 -2%
FEM
1060
Fulcrum Equity Management
Texas
$715K -$10.8K -116 -1%
WF
1061
Welch & Forbes
Massachusetts
$714K -$132K -1,421 -16%
PMG
1062
ProVise Management Group
Florida
$712K -$1.76K -19 -0.2%
CGPCS
1063
Capital Group Private Client Services
California
$710K +$252K +2,712 +55%
LSA
1064
Lion Street Advisors
Texas
$710K +$126K +1,361 +22%
MCM
1065
Mainstream Capital Management
California
$709K +$84.2K +907 +13%
CSPIA
1066
Cary Street Partners Investment Advisory
Virginia
$707K +$23.8K +256 +3%
SJGA
1067
Stephen J. Garry & Associates
New York
$706K – – –
MC
1068
Middleton & Co
Massachusetts
$705K +$71.5K +770 +11%
MWM
1069
Meridian Wealth Management
Kentucky
$705K -$27.8K -300 -4%
CFS
1070
CRA Financial Services
New Jersey
$704K +$380K +4,090 +117%
FCB
1071
First County Bank
Connecticut
$703K -$291K -3,135 -29%
SFWA
1072
Summit Financial Wealth Advisors
Louisiana
$702K – – –
WAM
1073
Wallington Asset Management
Indiana
$699K -$60.9K -656 -8%
Amundi
1074
Amundi
France
$693K -$580K -6,243 -46%
FNB
1075
Farmers National Bank
Kentucky
$692K -$2.32K -25 -0.3%
41 42
43
44 45