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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 %
CCC
1601
Compass Capital Corp
Massachusetts
$214K +$214K +2,448 New
SFG
1602
SevenBridge Financial Group
Pennsylvania
$214K -$19.7K -196 -8%
IRC
1603
Investors Research Corp
Georgia
$214K +$84.2K +907 +65%
MC
1604
Mathes Company
New York
$214K – – –
FFA
1605
Fragasso Financial Advisors
Pennsylvania
$213K -$1.02K -11 -0.5%
SI
1606
Seeds Investor
New York
$213K -$28.2K -304 -12%
VAMG
1607
Voisard Asset Management Group
Michigan
$213K – – –
GP
1608
Geneva Partners
Wisconsin
$211K +$186 +2 +0.1%
RCA
1609
Resonant Capital Advisors
Wisconsin
$211K +$93 +1 +0%
IWM
1610
Inlight Wealth Management
Georgia
$211K – – –
AB
1611
ANB Bank
Colorado
$210K – – –
Chevy Chase Trust
1612
Chevy Chase Trust
Maryland
$210K – – –
RW
1613
Ridgeline Wealth
Arizona
$209K -$4.27K -46 -2%
WIP
1614
WealthCare Investment Partners
Rhode Island
$208K +$258 +3 +0.1%
JIP
1615
Jaffetilchin Investment Partners
Florida
$208K +$208K +2,236 New
BIP
1616
Blue Investment Partners
California
$207K – – –
SWG
1617
Summit Wealth Group
Vermont
$206K – – –
MFG
1618
Menard Financial Group
Texas
$205K -$3.27K -34 -2%
SC
1619
SouthState Corp
Florida
$205K +$123K +1,329 +152%
VCM
1620
Vivaldi Capital Management
Illinois
$204K +$93 +1 +0%
AA
1621
Aire Advisors
California
$204K +$204K +2,194 New
VWA
1622
VSM Wealth Advisory
Maryland
$203K +$186 +2 +0.1%
JF
1623
JSF Financial
California
$203K +$93 +1 +0%
CT
1624
Colonial Trust
South Carolina
$202K -$4.18K -45 -2%
HS
1625
Horan Securities
United States
$201K +$1.21K +13 +0.6%
63 64
65
66 67