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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 %
NS
1626
NBC Securities
Alabama
$201K +$201K +2,172 +108,600%
WA
1627
Wealthstar Advisors
Texas
$201K +$3.81K +41 +2%
MCFP
1628
Mallini Complete Financial Planning
Florida
$201K -$220K – –
PWM
1629
Proathlete Wealth Management
Florida
$201K -$7.45K -80 -4%
GCA
1630
Greenwood Capital Associates
South Carolina
$201K – – –
ECM
1631
Exchange Capital Management
Michigan
$200K -$32.7K -352 -14%
GAG
1632
Goodman Advisory Group
Massachusetts
$199K +$199K +2,143 New
Q1WB
1633
Quest 10 Wealth Builders
Virginia
$195K +$11.6K +125 +6%
EWM
1634
Evermay Wealth Management
Virginia
$191K -$34.3K -370 -15%
WTA
1635
Washington Trust Advisors
Massachusetts
$187K -$4.18K -45 -2%
DWM
1636
Darwin Wealth Management
Florida
$185K – – –
DPW
1637
DiNuzzo Private Wealth
Pennsylvania
$180K +$180K +1,940 New
NWM
1638
Nova Wealth Management
Florida
$180K +$113K +1,215 +168%
ZBNA
1639
Zions Bancorporation, National Association
Utah
$176K +$176K +1,894 New
HT
1640
Headlands Technologies
Illinois
$175K -$644K -6,933 -79%
TH
1641
TCTC Holdings
Texas
$170K – – –
BL
1642
BFSG LLC
California
$168K – – –
RFG
1643
REAP Financial Group
Texas
$168K -$25K -269 -13%
SIS
1644
Strategic Investment Solutions
Illinois
$168K – – –
CPA
1645
Cardiff Park Advisors
California
$167K +$16.2K +175 +11%
CP
1646
Covenant Partners
Tennessee
$161K – – –
AG
1647
AmeriFlex Group
Nevada
$160K +$85K +916 +114%
BHWM
1648
Beaird Harris Wealth Management
Texas
$154K +$4.18K +45 +3%
ADL
1649
Asset Dedication LLC
California
$153K – – –
APW
1650
Atlantic Private Wealth
North Carolina
$149K +$186 +2 +0.1%
64 65
66
67 68