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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 %
GCM
1426
G2 Capital Management
Ohio
$305K – – –
OCM
1427
One Capital Management
California
$304K – – –
PWPS
1428
Pinnacle Wealth Planning Services
Ohio
$304K -$311K -3,354 -51%
RPCA
1429
Running Point Capital Advisors
California
$304K +$304K +3,275 New
ESBC
1430
E.S. Barr & Co
Kentucky
$304K – – –
SRWM
1431
Shira Ridge Wealth Management
California
$303K +$14.9K +161 +5%
FDS
1432
Freedom Day Solutions
Texas
$303K -$650 -7 -0.2%
PFA
1433
Portland Financial Advisors
New York
$303K – – –
SIC
1434
Samalin Investment Counsel
New York
$302K +$279 +3 +0.1%
LSA
1435
L & S Advisors
California
$301K +$1.86K +20 +0.6%
KFG
1436
Kingdom Financial Group
Arizona
$301K +$4.92K +53 +2%
FWM
1437
FSR Wealth Management
Illinois
$300K -$18.3K -197 -6%
UCB
1438
United Community Bank
South Carolina
$300K -$6.5K -70 -2%
WCM
1439
Wealthcare Capital Management
Virginia
$300K +$1.21K +13 +0.4%
VC
1440
Veery Capital
Delaware
$299K +$35.1K +378 +13%
PWP
1441
Prasad Wealth Partners
Ohio
$298K +$371 +4 +0.1%
PWM
1442
Paulson Wealth Management
Illinois
$297K – – –
RBC
1443
Roble Belko & Company
Pennsylvania
$297K – – –
LPFG
1444
Landing Point Financial Group
Ohio
$295K – – –
MHWM
1445
Montz Harcus Wealth Management
Louisiana
$294K +$58.2K +627 +25%
OBWG
1446
Onyx Bridge Wealth Group
New York
$294K -$6.87K -74 -2%
RRWA
1447
Rainey & Randall Wealth Advisors
Florida
$293K – – –
BCP
1448
Blue Chip Partners
Michigan
$293K -$52.6K -567 -15%
GFPC
1449
Global Financial Private Client
Florida
$291K +$26.7K +288 +10%
MCIA
1450
Mountain Capital Investment Advisors
Colorado
$291K +$9K +97 +3%
56 57
58
59 60