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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 %
MFT
1376
Moisand Fitzgerald Tamayo
Florida
$342K +$12.6K +136 +4%
AAG
1377
Armstrong Advisory Group
Massachusetts
$340K – – –
FCM
1378
Fortis Capital Management
Washington
$340K +$93 +1 +0%
FW
1379
Fairway Wealth
Ohio
$340K -$92.8K -1,000 -21%
BOSSRA
1380
B.O.S.S. Retirement Advisors
Utah
$339K -$2.23K -24 -0.7%
GEA
1381
Glen Eagle Advisors
New Jersey
$337K +$93 +1 +0%
AFA
1382
Allium Financial Advisors
Oregon
$337K +$337K +3,629 New
FPCP
1383
Fort Point Capital Partners
California
$337K – – –
Jennison Associates
1384
Jennison Associates
New York
$336K -$1.27M -13,696 -79%
CAM
1385
Cozad Asset Management
Illinois
$335K +$9.1K +98 +3%
EI
1386
Ellevest Inc
New York
$334K +$278 +3 +0.1%
PIFP
1387
Partners in Financial Planning
Virginia
$333K -$23.2K -250 -7%
IA
1388
Inspire Advisors
Idaho
$333K +$60.7K +654 +22%
1WA
1389
180 Wealth Advisors
Washington
$329K -$6.68K -72 -2%
CICC
1390
Capital Investment Counsel (Colorado)
Colorado
$328K -$20.1K -216 -6%
ACM
1391
Aurdan Capital Management
Pennsylvania
$328K – – –
RW
1392
RVW Wealth
California
$327K – – –
IA
1393
IFC Advisors
California
$327K -$19.9K -214 -6%
FWM
1394
Foguth Wealth Management
Michigan
$326K -$279K -3,004 -46%
BC
1395
Burney Company
Virginia
$325K – – –
NAAA
1396
New Age Alpha Advisors
New York
$325K +$286K +3,083 +741%
ATWA
1397
Arbor Trust Wealth Advisors
Michigan
$325K +$371 +4 +0.1%
KA
1398
Klingman & Associates
New York
$323K -$214K -2,300 -40%
MAM
1399
MWA Asset Management
Massachusetts
$322K +$35.9K +387 +13%
HSWM
1400
Hubbell Strickland Wealth Management
Louisiana
$322K +$371 +4 +0.1%
54 55
56
57 58