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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 %
AUB
1176
Atlantic Union Bankshares
Virginia
$550K -$6.96K -75 -1%
BFG
1177
Berger Financial Group
Minnesota
$549K +$46K +495 +9%
FHA
1178
Flagship Harbor Advisors
Massachusetts
$548K +$557 +6 +0.1%
DI
1179
Disciplined Investments
Oklahoma
$547K -$52.3K -563 -9%
DIA
1180
Dana Investment Advisors
Wisconsin
$544K +$52.2K +562 +11%
OP
1181
ORG Partners
Indiana
$544K +$70.9K +758 +15%
BC
1182
Brio Consultants
California
$539K +$7.24K +78 +1%
OSNBOA
1183
Old Second National Bank of Aurora
Illinois
$539K -$58.5K -630 -10%
AGWCA
1184
Annis Gardner Whiting Capital Advisors
Florida
$536K – – –
BW
1185
BIP Wealth
Georgia
$532K – – –
GWS
1186
Glassman Wealth Services
Virginia
$531K -$371 -4 -0.1%
CFA
1187
CWS Financial Advisors
Michigan
$531K +$186 +2 +0%
TIM
1188
Tortoise Investment Management
New York
$530K +$279 +3 +0.1%
PAM
1189
Palisade Asset Management
Minnesota
$530K – – –
EFG
1190
Ethos Financial Group
Pennsylvania
$527K -$6.2K -64 -1%
TWA
1191
Talisman Wealth Advisors
New Jersey
$526K +$146K +1,575 +38%
GI
1192
GAMMA Investing
California
$524K – – –
CMP
1193
Courage Miller Partners
Virginia
$522K -$371 -4 -0.1%
AWA
1194
Amplius Wealth Advisors
Pennsylvania
$522K +$557 +6 +0.1%
CCA
1195
Conservest Capital Advisors
Pennsylvania
$519K -$39.5K -426 -7%
YIH
1196
Y-Intercept (HK)
Hong Kong
$517K +$517K +5,569 New
LJAC
1197
L.J. Altfest & Co
New York
$517K – – –
AWM
1198
Accurate Wealth Management
Florida
$516K -$229K -2,535 -31%
SFG
1199
Sage Financial Group
Pennsylvania
$516K – – –
TFO
1200
Timonier Family Office
North Carolina
$514K – – –
46 47
48
49 50