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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
24.52%
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 %
MIFH
1701
Migdal Insurance & Financial Holdings
Israel
$74K +$52.2K +564 +239%
POIA
1702
Pin Oak Investment Advisors
Texas
$71K -$2.21K -25 -3%
FFA
1703
Frazier Financial Advisors
Ohio
$70.2K – – –
IWP
1704
IAG Wealth Partners
Wisconsin
$70K +$4.09K +44 +6%
AP
1705
Aspect Partners
Virginia
$66.8K – – –
AIC
1706
Archer Investment Corporation
Indiana
$63.2K -$4.18K -45 -6%
GBA
1707
Garrison Bradford & Associates
New York
$62.8K +$62.8K +677 New
RP
1708
Rice Partnership
Hawaii
$62K – – –
HFS
1709
Hantz Financial Services
Michigan
$62K +$25.9K +280 +72%
SRCM
1710
Signature Resources Capital Management
California
$61.3K +$46K +495 +300%
NMG
1711
New Millennium Group
Utah
$60.5K -$95.2K -1,026 -61%
RWM
1712
Ruedi Wealth Management
Illinois
$59.7K – – –
VWWMG
1713
Vermillion & White Wealth Management Group
Pennsylvania
$59.6K -$165K -1,775 -73%
Lazard Asset Management
1714
Lazard Asset Management
New York
$59K – – –
BFP
1715
Briaud Financial Planning
Texas
$59K +$59K +638 New
CICI
1716
Capital Investment Counsel Inc
North Carolina
$56.8K – – –
SC
1717
Sawyer & Company
Massachusetts
$56K – – –
QT
1718
Quantbot Technologies
New York
$55.9K +$55.9K +602 New
RF
1719
Roxbury Financial
New Jersey
$55.2K -$50.4K -498 -48%
CHAM
1720
Clear Harbor Asset Management
Connecticut
$55K – – –
CCM
1721
Chilton Capital Management
Texas
$53.5K – – –
CW
1722
Curio Wealth
Maryland
$52.7K -$27.3M -518 -100%
WIM
1723
Westside Investment Management
California
$51.5K +$6.96K +75 +16%
CWP
1724
Concord Wealth Partners
Virginia
$51.1K +$93 +1 +0.2%
IBOK
1725
Independence Bank of Kentucky
Kentucky
$51.1K – – –
67 68
69
70 71