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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 %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$37.1M 400,042 +40,823 +11%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.9M 397,932 +364,306 +1,083%
CWM
103
Connecticut Wealth Management
Connecticut
$36.7M 395,037 -28,780 -7%
FLA
104
Financial Life Advisors
Texas
$36.5M 393,379 +407 +0.1%
EWA
105
Encompass Wealth Advisors
Oregon
$34.7M 373,809 +6,245 +2%
FFA
106
Farther Finance Advisors
California
$34.5M 368,731 +91,410 +33%
IA
107
Integrity Alliance
Iowa
$34.3M 368,984 +136,455 +59%
PS
108
Principal Securities
Iowa
$34.2M 336,715 +205 +0.1%
WIA
109
World Investment Advisors
California
$33.8M 363,967 -223,902 -38%
CCFM
110
Clear Creek Financial Management
Washington
$33.6M 362,022 +80,180 +28%
CA
111
Clearstead Advisors
Ohio
$33.4M 360,180 -959 -0.3%
FWMM
112
Foundation Wealth Management (Missouri)
Missouri
$33.3M 359,205 -4,747 -1%
LF
113
Lee Financial
Texas
$33.2M 357,201 +10,996 +3%
PSP
114
Principal Street Partners
Tennessee
$32.6M 351,358 +3,015 +0.9%
BF
115
BOK Financial
Oklahoma
$32.2M 347,346 -25,354 -7%
Citigroup
116
Citigroup
New York
$32.2M 346,998 +20,991 +6%
BB
117
Busey Bank
Illinois
$32.1M 345,298 -5,950 -2%
EL
118
EWA LLC
Pennsylvania
$32M 345,221 +13,779 +4%
TC
119
TownSquare Capital
Utah
$31.9M 343,167 +165,456 +93%
GT
120
Greenleaf Trust
Michigan
$31.5M 338,943 -14,478 -4%
LWP
121
LMG Wealth Partners
Louisiana
$31.4M 338,443 -3,173 -0.9%
BFPW
122
BOK Financial Private Wealth
Colorado
$31.1M 335,382 -11,718 -3%
Pathstone Holdings
123
Pathstone Holdings
New Jersey
$30.7M 330,339 -1,847 -0.6%
MPW
124
MA Private Wealth
California
$30.5M 328,518 +4,572 +1%
SHJ
125
Sharkey, Howes & Javer
Colorado
$30.3M 326,401 +58,715 +22%
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