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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
24.52%
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 %
Cerity Partners
126
Cerity Partners
New York
$30M -$960K -10,345 -3%
SW
127
SteelPeak Wealth
California
$29.7M +$1.81M +19,486 +6%
MCM
128
MV Capital Management
Maryland
$29.3M -$2.52M -27,152 -8%
SHIM
129
Stone House Investment Management
Pennsylvania
$29.3M +$5M +53,892 +21%
ANB
130
Amarillo National Bank
Texas
$29.2M -$888K -9,562 -3%
SIC
131
Sterling Investment Counsel
New York
$27.5M +$11.7M +126,347 +74%
TW
132
Transform Wealth
Colorado
$27.1M +$7.68M +82,770 +40%
SFO
133
Stokes Family Office
Louisiana
$27M -$1.64M -17,628 -6%
PFA
134
Pettinga Financial Advisors
Indiana
$27M +$240K +2,580 +0.9%
HFA
135
High Falls Advisors
New York
$26.8M +$205K +2,205 +0.8%
HGWM
136
Horst & Graben Wealth Management
Oregon
$26.8M +$484K +5,210 +2%
SWP
137
Stratos Wealth Partners
Ohio
$26.8M -$313K -3,367 -1%
FHB
138
First Hawaiian Bank
Hawaii
$26.2M -$1.72M -18,485 -6%
WSFS
139
Wilmington Savings Fund Society
Delaware
$26.1M -$215K -2,317 -0.8%
BPA
140
Beacon Pointe Advisors
California
$25.9M +$1M +10,806 +4%
FHA
141
First Horizon Advisors
Tennessee
$25.9M +$1.78M +19,124 +7%
SVCP
142
Silicon Valley Capital Partners
California
$25.6M -$175K -1,887 -0.7%
Financial Engines Advisors
143
Financial Engines Advisors
California
$25.5M -$2.7M -29,122 -10%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$25.5M -$1.63M -17,594 -6%
PIA
145
Powell Investment Advisors
Florida
$25.2M +$959K +10,336 +4%
FMC
146
First Merchants Corp
Indiana
$25M -$2.35M -25,314 -9%
AWA
147
Arkadios Wealth Advisors
Georgia
$24.8M +$17.8M +191,915 +253%
BCI
148
Brinker Capital Investments
Pennsylvania
$24.5M -$523K -5,636 -2%
OPS
149
Orion Portfolio Solutions
Nebraska
$24.5M -$523K -5,636 -2%
SFS
150
Security Financial Services
Indiana
$24.5M +$526K +5,665 +2%
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6
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