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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 %
GWM
1776
Grand Wealth Management
Michigan
$13.8K – – –
HWM
1777
Horizons Wealth Management
North Carolina
$13.8K +$13.8K +148 New
PP
1778
Pacifica Partners
Canada
$13.4K – – –
NFSG
1779
Newbridge Financial Services Group
Florida
$12.3K -$8.45K -91 -41%
FMB
1780
Field & Main Bank
Kentucky
$11.9K – – –
CPBTD
1781
Central Pacific Bank - Trust Division
Hawaii
$11.8K +$11.8K +127 New
RFA
1782
Reyes Financial Architecture
California
$11.2K – – –
CTWM
1783
Cherry Tree Wealth Management
Minnesota
$9.75K +$9.75K +105 New
FNWA
1784
Financial Network Wealth Advisors
Utah
$9.47K +$9.47K +102 New
FDW
1785
Fourth Dimension Wealth
Ohio
$9.28K – – –
MHR
1786
Matthew Hamilton Rosenberg
$8.17K -$7.71K -83 -49%
MSWA
1787
Marshall & Sterling Wealth Advisors
New York
$8K -$93 -1 -1%
MBFW
1788
Morton Brown Family Wealth
Pennsylvania
$7.61K – – –
FGAM
1789
Financial Gravity Asset Management
Texas
$7.52K +$7.52K +81 New
HHGA
1790
Halbert Hargrove Global Advisors
California
$6.59K – – –
MDA
1791
Minot DeBlois Advisors
Massachusetts
$6.03K – – –
DJSG
1792
D.J. St. Germain
Massachusetts
$5.2K -$16.8K -181 -76%
SIC
1793
SJS Investment Consulting
Ohio
$5.11K +$5.11K +55 New
CVM
1794
Cheviot Value Management
California
$4.66K +$4.66K +48 New
WB
1795
Webster Bank
Connecticut
$4.55K – – –
WA
1796
Whipplewood Advisors
Colorado
$4.55K +$4.55K +350 New
TC
1797
Trust Company
Kansas
$4.46K – – –
HR
1798
Howe & Rusling
New York
$4.07K +$4.07K +44 New
FS
1799
Financially Speaking
Colorado
$3.16K -$5.44M -58,604 -100%
PAG
1800
Paladin Advisory Group
Iowa
$3.06K +$1.11K +12 +57%
70 71
72
73 74