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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 %
SFG
1401
Stonebridge Financial Group
Pennsylvania
$321K -$7.33K -79 -2%
RFN
1402
RDA Financial Network
Iowa
$321K -$13.2K -142 -4%
AFG
1403
Allegheny Financial Group
Pennsylvania
$321K – – –
Balyasny Asset Management
1404
Balyasny Asset Management
Illinois
$320K +$320K +3,449 New
SFA
1405
Salus Financial Advisors
Colorado
$319K -$40.4K -435 -11%
PFA
1406
Petra Financial Advisors
Colorado
$319K – – –
BSG
1407
Black Swift Group
Colorado
$319K +$319K +3,435 New
IWN
1408
Independent Wealth Network
Iowa
$318K +$95.9K +1,033 +43%
PIM
1409
Pullen Investment Management
Florida
$318K – – –
CA
1410
Crewe Advisors
Utah
$317K -$55.7K -600 -15%
ISL
1411
Ingalls & Snyder LLC
New York
$316K -$9.27K -100 -3%
SI
1412
Saxon Interests
Texas
$316K -$557 -6 -0.2%
PGA
1413
Portland Global Advisors
Maine
$315K -$5.11K -55 -2%
TC
1414
Truvestments Capital
Florida
$312K +$89.4K +963 +40%
TA
1415
TruWealth Advisors
Louisiana
$311K – – –
MP
1416
McDonald Partners
Ohio
$311K +$55.8K +601 +22%
WFC
1417
Western Financial Corp
California
$310K -$21.6K -233 -7%
EP
1418
Edgestream Partners
New Jersey
$310K +$310K +3,339 New
PA
1419
PSI Advisors
Florida
$309K +$4.73K +51 +2%
CCA
1420
Clarity Capital Advisors
Florida
$309K -$12.5K -135 -4%
NL
1421
Navalign LLC
California
$308K -$31.4K -338 -9%
ACG
1422
Allen Capital Group
Nebraska
$308K -$4.27K -46 -1%
SFS
1423
Stiles Financial Services
Minnesota
$307K – – –
JCM
1424
Jag Capital Management
Missouri
$306K +$3.16K +34 +1%
CTA
1425
Colonial Trust Advisors
South Carolina
$306K -$23.7K -255 -7%
55 56
57
58 59