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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 %
PA
1801
Pineridge Advisors
Missouri
$2.79K -$1.39K -15 -33%
DFA
1802
DHJJ Financial Advisors
Illinois
$2.6K – – –
NC
1803
North Capital
Utah
$2.34K +$2.34K +25 New
IHWM
1804
Iron Horse Wealth Management
Iowa
$1.12K – – –
VNA
1805
Valley National Advisers
Pennsylvania
$1K – – –
AIM
1806
Arcadia Investment Management
Michigan
$929 – – –
SWIM
1807
Smallwood Wealth Investment Management
New Jersey
$742 +$742 +8 New
1NWS
1808
1 North Wealth Services
Maryland
$33 – – –
Fidelity International
1809
Fidelity International
Bermuda
– -$309M -3,047,709 Closed
PP
1810
Prudential plc
United Kingdom
– -$42.1M -414,700 Closed
Asset Management One
1811
Asset Management One
Japan
– -$24.4M -235,900 Closed
CFGS
1812
Concourse Financial Group Securities
Alabama
– -$19.4M -182,989 Closed
IAA
1813
Independent Advisor Alliance
North Carolina
– -$13.1M -129,011 Closed
GVCM
1814
Global View Capital Management
Wisconsin
– -$9.05M -89,147 Closed
GF
1815
Gimbal Financial
Indiana
– -$6.34M -62,408 Closed
NL
1816
NWAM LLC
Washington
– -$6.17M -60,769 Closed
EP
1817
Essential Planning
New Hampshire
– -$5.57M -55,832 Closed
NAG
1818
Northstar Advisory Group
New Jersey
– -$4.59M -45,230 Closed
APCM
1819
Alaska Permanent Capital Management
Alaska
– -$4.38M -43,198 Closed
FWA
1820
FSC Wealth Advisors
New York
– -$3.94M -38,838 Closed
PF
1821
Prosperitas Financial
California
– -$3.26M -32,149 Closed
SCM
1822
Saxony Capital Management
Missouri
– -$3.25M -31,985 Closed
Renaissance Technologies
1823
Renaissance Technologies
New York
– -$3M -29,500 Closed
WP
1824
WMS Partners
Maryland
– -$2.06M -20,278 Closed
TPBG
1825
Turning Point Benefit Group
Maryland
– -$1.5M -14,922 Closed
71 72
73
74 75