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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 %
IWS
1451
Integrity Wealth Solutions
Colorado
$290K -$27.6K -297 -9%
FPCG
1452
Forum Private Client Group
Indiana
$290K -$650 -7 -0.2%
KCM
1453
Kennicott Capital Management
California
$290K -$986K -10,624 -77%
KFC
1454
Klingenstein Fields & Co
New York
$290K – – –
ZIG
1455
Zullo Investment Group
Pennsylvania
$289K – – –
FA
1456
Fortis Advisors
Pennsylvania
$289K +$1.95K +21 +0.7%
AWM
1457
Affinity Wealth Management
Delaware
$288K -$33.9K -365 -11%
MKC
1458
M. Kraus & Co
Vermont
$288K – – –
CWM
1459
Core Wealth Management
Florida
$288K – – –
CC
1460
Chicago Capital
Illinois
$286K -$330K -3,552 -54%
LRIA
1461
Leonard Rickey Investment Advisors
Washington
$286K -$18.2K -200 -6%
GWA
1462
Gutierrez Wealth Advisory
Arkansas
$285K -$213K -2,296 -43%
SIG
1463
Sargent Investment Group
Maryland
$284K – – –
BMM
1464
Berkshire Money Management
Massachusetts
$284K -$49.3K -531 -15%
VWS
1465
Virtus Wealth Solutions
New Jersey
$283K – – –
OC
1466
Oarsman Capital
Wisconsin
$283K -$49.3K -531 -15%
TA
1467
TPG Advisors
Illinois
$283K – – –
LFG
1468
Lockerman Financial Group
California
$281K +$281K +3,024 New
FAT
1469
First American Trust
California
$280K – – –
SC
1470
Steph & Co
Wisconsin
$279K – – –
KHCM
1471
Kirtland Hills Capital Management
Ohio
$279K – – –
VWA
1472
Valued Wealth Advisors
Utah
$279K +$4.36K +47 +2%
BMWS
1473
Brady Martz Wealth Solutions
North Dakota
$279K +$93 +1 +0%
1W
1474
1776 Wealth
Georgia
$278K – – –
SWM
1475
Shelton Wealth Management
Texas
$278K +$93 +1 +0%
57 58
59
60 61