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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 %
DIM
1476
Delta Investment Management
California
$277K +$279 +3 +0.1%
TCB
1477
Texas Capital Bancshares
Texas
$277K -$11.3K -122 -4%
DF
1478
Dunhill Financial
United Kingdom
$275K – – –
HVIA
1479
Hudson Valley Investment Advisors
New York
$274K – – –
TCTWM
1480
Three Cord True Wealth Management
Pennsylvania
$274K -$61.5K -662 -18%
VPF
1481
Vantage Point Financial
Illinois
$273K +$273K +2,944 New
AIM
1482
Advyzon Investment Management
Illinois
$273K -$111K -1,196 -29%
SMC
1483
Smith, Moore & Co
Missouri
$273K +$25.2K +272 +10%
MHB
1484
Midwest Heritage Bank
Iowa
$272K -$14.6K -157 -5%
SPWM
1485
Schrum Private Wealth Management
Florida
$272K -$11.1K -120 -4%
CWM
1486
Chesapeake Wealth Management
Virginia
$272K -$2.32K -25 -0.8%
LMKC
1487
L.M. Kohn & Company
Ohio
$271K -$3.34K -36 -1%
CWM
1488
Centricity Wealth Management
Ohio
$270K +$14.5K +156 +6%
RCG
1489
Regatta Capital Group
California
$270K – – –
GC
1490
Grimes & Company
Massachusetts
$270K -$2.23K -24 -0.8%
BAMG
1491
Brand Asset Management Group
Missouri
$269K – – –
BBNA
1492
Bremer Bank National Association
Minnesota
$268K – – –
SPIA
1493
Strategic Point Investment Advisors
Rhode Island
$267K – – –
NC
1494
NewSquare Capital
Pennsylvania
$264K – – –
DSC
1495
Duncker Streett & Co
Missouri
$263K +$93 +1 +0%
ACM
1496
Alpha Capital Management
Texas
$262K +$27.9K +300 +12%
SWM
1497
Sagace Wealth Management
Florida
$259K -$44.6K -480 -15%
GBT
1498
Grove Bank & Trust
Florida
$258K – – –
AIS
1499
Accredited Investor Services
Minnesota
$258K – – –
MAG
1500
M3 Advisory Group
Massachusetts
$258K +$25.8K +278 +11%
58 59
60
61 62