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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 %
MWM
1501
Melfa Wealth Management
Massachusetts
$258K -$69.6K -750 -21%
RIM
1502
Rockbridge Investment Management
New York
$256K +$9.84K +106 +4%
OWA
1503
Octavia Wealth Advisors
Ohio
$256K +$38.7K +417 +18%
LLWM
1504
Life Line Wealth Management
California
$256K +$256K +2,753 New
YCM
1505
Yousif Capital Management
Michigan
$255K -$250K -2,695 -49%
MAG
1506
MRA Advisory Group
New Jersey
$255K +$186 +2 +0.1%
SAM
1507
SP Asset Management
California
$255K +$278 +3 +0.1%
NC
1508
NovaPoint Capital
Georgia
$254K +$254K +2,740 New
PSIWM
1509
Paradigm Strategies in Wealth Management
Minnesota
$254K – – –
SWM
1510
Silverlake Wealth Management
Vermont
$253K +$10.9K +117 +4%
KCPG
1511
Kavar Capital Partners Group
Kansas
$252K – – –
BFIM
1512
Beese Fulmer Investment Management
Ohio
$251K +$53.2K +573 +27%
AIM
1513
Avity Investment Management
Connecticut
$250K – – –
CPC
1514
Consolidated Planning Corp
Georgia
$250K -$835 -9 -0.3%
DTC
1515
Davidson Trust Company
Washington
$250K +$9.28K +100 +4%
TPW
1516
Talon Private Wealth
Florida
$249K +$5.29K +57 +2%
UAS
1517
United Asset Strategies
New York
$249K +$464 +5 +0.2%
CFSG
1518
Community Financial Services Group
Vermont
$248K -$69.6K -750 -22%
ACM
1519
Allred Capital Management
Texas
$248K +$12.4K +134 +5%
PP
1520
Patten & Patten
Tennessee
$247K – – –
CIBC World Market
1521
CIBC World Market
Ontario, Canada
$246K – – –
PSA
1522
Plum Street Advisors
Louisiana
$246K – – –
CCG
1523
Cypress Capital Group
Florida
$246K – – –
WPP
1524
Whalerock Point Partners
Rhode Island
$246K – – –
GCA
1525
Genesee Capital Advisors
New York
$245K – – –
59 60
61
62 63