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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 %
NOI
1326
Newton One Investments
Delaware
$384K – – –
TRIA
1327
Trail Ridge Investment Advisors
Colorado
$384K +$28.7K +309 +8%
TWP
1328
TFO Wealth Partners
Ohio
$383K +$383K +4,131 New
UFA
1329
US Financial Advisors
Massachusetts
$381K – – –
FSC
1330
Full Sail Capital
Oklahoma
$379K +$158K +1,697 +71%
HAS
1331
Holland Advisory Services
Florida
$378K +$464 +5 +0.1%
JSA
1332
Jim Saulnier & Associates
Colorado
$378K +$1.76K +19 +0.5%
RA
1333
Ruggaard & Associates
Ohio
$377K – – –
SAM
1334
Secure Asset Management
Michigan
$377K +$23.1K +249 +7%
ACP
1335
Aviance Capital Partners
Florida
$374K – – –
KFG
1336
Kelly Financial Group
Connecticut
$374K +$81.5K +878 +28%
KHC
1337
Koesten Hirschmann & Crabtree
Kansas
$372K -$51.1K -550 -12%
FFG
1338
Floyd Financial Group
Missouri
$370K -$9.19K -99 -2%
VBFG
1339
Vishria Bird Financial Group
Tennessee
$368K – – –
NHC
1340
Nicholas Hoffman & Company
Georgia
$368K +$371 +4 +0.1%
NFA
1341
Northwest Financial Advisors
Virginia
$367K +$367K +3,958 New
AIA
1342
AssuredPartners Investment Advisors
Florida
$365K – – –
GPA
1343
Garrison Point Advisors
California
$364K – – –
WCA
1344
Westover Capital Advisors
Delaware
$364K +$364K +3,920 New
WHG
1345
Westwood Holdings Group
Texas
$364K – – –
LFG
1346
Larson Financial Group
Missouri
$363K +$3.16K +34 +0.9%
LHC
1347
Little House Capital
Massachusetts
$363K – – –
RMAM
1348
Raab & Moskowitz Asset Management
New Jersey
$363K -$78.2K -843 -18%
SFC
1349
SYM Financial Corp
Indiana
$362K -$2.41K -26 -0.7%
PFM
1350
Phillips Financial Management
Indiana
$362K – – –
52 53
54
55 56