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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 %
VDI
1551
Vaughan David Investments
Illinois
$233K -$46.5K -500 -17%
GLA
1552
Good Life Advisors
Pennsylvania
$232K +$22.8K +246 +11%
1WM
1553
1900 Wealth Management
Texas
$232K -$50.1K -540 -18%
KF
1554
KKM Financial
Illinois
$232K -$92.8K -1,000 -29%
Loomis, Sayles & Company
1555
Loomis, Sayles & Company
Massachusetts
$232K +$73.9K +797 +47%
AFAS
1556
Acorn Financial Advisory Services
Virginia
$232K -$35.6K -384 -13%
BBA
1557
BLB&B Advisors
Pennsylvania
$231K +$93 +1 +0%
QC
1558
Quent Capital
New York
$231K – – –
CPRC
1559
Consolidated Portfolio Review Corp
New York
$230K +$230K +2,483 New
PCM
1560
Palouse Capital Management
Washington
$230K – – –
LNB
1561
Ledyard National Bank
$230K -$8.73K -94 -4%
CASB
1562
Cape Ann Savings Bank
Massachusetts
$230K +$9.28K +100 +4%
CWM
1563
ClientFirst Wealth Management
Arkansas
$229K – – –
VFPW
1564
Vantage Financial Partners (Wisconsin)
Wisconsin
$228K -$8.08K -87 -3%
PMWMG
1565
Parr McKnight Wealth Management Group
Minnesota
$228K -$79.6K -858 -26%
MI
1566
Motiv8 Investments
Florida
$226K – – –
VBFP
1567
Valtinson Bruner Financial Planning
Minnesota
$226K +$37.8K +407 +20%
FCIM
1568
Fairview Capital Investment Management
California
$226K -$2.32K -25 -1%
UFA
1569
Uptown Financial Advisors
Texas
$226K +$226K +2,430 New
PFA
1570
Professional Financial Advisors
Nebraska
$226K +$226K +2,430 New
CWM
1571
Chemistry Wealth Management
New York
$225K – – –
GWMIA
1572
Global Wealth Management Investment Advisory
Florida
$225K +$225K +2,424 New
A
1573
Argentarii
Ohio
$225K – – –
WAG
1574
Windsor Advisory Group
Ohio
$225K – – –
FFA
1575
Founders Financial Alliance
North Carolina
$225K +$16.7K +180 +8%
61 62
63
64 65