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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 %
CG
1526
Cynosure Group
Utah
$245K – – –
MA
1527
MCF Advisors
Kentucky
$245K -$575K -6,197 -70%
MWM
1528
Mascoma Wealth Management
New Hampshire
$243K – – –
GA
1529
Gordian Advisors
Arizona
$243K – – –
CCM
1530
Crew Capital Management
Ohio
$242K – – –
BA
1531
Bluesphere Advisors
Pennsylvania
$242K -$7.43K -80 -3%
FFS
1532
Fischer Financial Services
Pennsylvania
$241K – – –
HI
1533
Human Investing
Oregon
$241K +$39.4K +424 +20%
CFGA
1534
Cambridge Financial Group (Arizona)
Arizona
$241K – – –
OPWM
1535
Oregon Pacific Wealth Management
Oregon
$240K +$240K +2,590 New
LWM
1536
LJI Wealth Management
Indiana
$240K – – –
AIP
1537
ARS Investment Partners
New York
$240K – – –
HG
1538
Harbor Group
New Hampshire
$239K -$5.66K -61 -2%
DOA
1539
D'Orazio & Associates
Virginia
$239K – – –
SW
1540
SMART Wealth
Nebraska
$239K +$37.4K +403 +19%
VPWA
1541
Vestia Personal Wealth Advisors
Indiana
$238K +$5.57K +60 +2%
IPAM
1542
Investment Partners Asset Management
New Jersey
$237K +$3.25K +35 +1%
MCM
1543
Maple Capital Management
Vermont
$236K +$236K +2,546 New
ML
1544
McAdam LLC
Pennsylvania
$236K -$265K -2,856 -53%
NAS
1545
NWF Advisory Services
California
$236K -$49K -528 -17%
OC
1546
Opinicus Capital
Florida
$235K -$1.76K -19 -0.7%
FBT
1547
First Bank & Trust
South Dakota
$234K – – –
MCM
1548
Mattern Capital Management
Colorado
$234K -$24.5K -264 -9%
Luther King Capital Management (LKCM)
1549
Luther King Capital Management (LKCM)
Texas
$233K -$255K – –
CAWM
1550
Capital Advisors Wealth Management
Washington
$233K +$233K +2,512 New
60 61
62
63 64