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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 %
Fisher Asset Management
1351
Fisher Asset Management
Washington
$361K -$429K -4,623 -54%
CWA
1352
Cornerstone Wealth Advisors
Minnesota
$361K – – –
SWM
1353
Shakespeare Wealth Management
Wisconsin
$361K -$5.66K -61 -2%
TA
1354
TrueWealth Advisors
Alabama
$356K -$35.8K -386 -9%
T. Rowe Price Associates
1355
T. Rowe Price Associates
Maryland
$356K +$356K +3,836 New
CFC
1356
Coyle Financial Counsel
Illinois
$356K – – –
SC
1357
Shearwater Capital
Colorado
$356K -$11.6K -125 -3%
GWANC
1358
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K -$10.8K -116 -3%
HA
1359
HFG Advisors
Ohio
$354K – – –
UF
1360
Univest Financial
Pennsylvania
$354K +$1.49K +16 +0.4%
HNWAG
1361
High Net Worth Advisory Group
Florida
$353K -$18.6K -200 -5%
TL
1362
Tradewinds LLC
North Carolina
$352K -$7.43K -80 -2%
NCTC
1363
New Covenant Trust Company
Indiana
$352K +$352K +3,801 New
SC
1364
Schoolcraft Capital
Colorado
$351K -$17.7K -191 -5%
AWP
1365
Accretive Wealth Partners
New Jersey
$349K +$349K +3,624 New
SGK
1366
Steigerwald Gordon & Koch
Virginia
$348K -$22.7K -244 -6%
MMG
1367
Monetary Management Group
Missouri
$348K – – –
MF
1368
Montis Financial
Massachusetts
$347K -$36.8K -396 -10%
WSA
1369
Warm Springs Advisors
California
$347K – – –
FI
1370
Financial Insights
Washington
$346K -$8.36K -90 -2%
CFAM
1371
Center For Asset Management
Florida
$346K – – –
MWM
1372
Mascagni Wealth Management
Mississippi
$346K – – –
EIG
1373
Ellenbecker Investment Group
Wisconsin
$345K +$186 +2 +0.1%
KFGK
1374
Keystone Financial Group (Kentucky)
Kentucky
$343K +$13.4K +144 +4%
SAMT
1375
Select Asset Management & Trust
Pennsylvania
$343K +$343K +3,701 New
53 54
55
56 57