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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 %
SCA
1201
STALEY CAPITAL ADVISERS
Pennsylvania
$514K – – –
BOPW
1202
Brandywine Oak Private Wealth
Pennsylvania
$513K – – –
RMDI
1203
R.M. Davis Inc
Maine
$511K -$9.28K -100 -2%
ACP
1204
Aveo Capital Partners
Colorado
$511K -$513K -5,312 -50%
BMWM
1205
Brown Miller Wealth Management
Virginia
$510K +$510K +5,498 New
SWM
1206
Segment Wealth Management
Texas
$504K +$18.9K +204 +4%
ET
1207
Equitable Trust
Tennessee
$504K – – –
NA
1208
Novus Advisors
South Carolina
$498K +$66.1K +712 +15%
QWM
1209
Quadcap Wealth Management
Texas
$498K -$5.48K -59 -1%
GCA
1210
Gradient Capital Advisors
California
$497K – – –
RWM
1211
Ritholtz Wealth Management
New York
$494K – – –
CRC
1212
Curi RMB Capital
Illinois
$494K -$4.61M -49,692 -90%
PWP
1213
Principle Wealth Partners
Connecticut
$494K – – –
WFAG
1214
Worth Financial Advisory Group
North Carolina
$491K -$650 -7 -0.1%
Russell Investments Group
1215
Russell Investments Group
United Kingdom
$491K +$415K +4,474 +552%
QP
1216
Quartz Partners
New York
$490K +$1.49K +16 +0.3%
Bank of Nova Scotia
1217
Bank of Nova Scotia
Ontario, Canada
$490K – – –
CNBT
1218
Canandaigua National Bank & Trust
New York
$489K – – –
WIC
1219
Woodmont Investment Counsel
Tennessee
$487K -$13.9K -150 -3%
OPWM
1220
Oakwell Private Wealth Management
Texas
$486K – – –
CP
1221
Clarendon Private
Massachusetts
$486K +$557 +6 +0.1%
KCM
1222
KRS Capital Management
Michigan
$485K – – –
BBPWM
1223
Blue Bell Private Wealth Management
Pennsylvania
$484K -$928 -10 -0.2%
EIA
1224
Eldridge Investment Advisors
New Hampshire
$483K – – –
EW
1225
Enzi Wealth
Texas
$482K – – –
47 48
49
50 51