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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 %
Winslow Capital Management
1826
Winslow Capital Management
Minnesota
– -$1.38M -13,609 Closed
AFW
1827
Avantra Family Wealth
Pennsylvania
– -$1.34M -13,173 Closed
FI
1828
FWG Investments
Kentucky
– -$1.21M -11,883 Closed
AT
1829
American Trust
Kentucky
– -$1.09M -10,766 Closed
LTI
1830
Laffer Tengler Investments
Tennessee
– -$1.01M -9,937 Closed
PCM
1831
Presidio Capital Management
California
– -$981K -9,665 Closed
SW
1832
SVB Wealth
Massachusetts
– -$972K -9,576 Closed
FTA
1833
Financial & Tax Architects
Missouri
– -$859K -8,456 Closed
AP
1834
Advisors Preferred
Maryland
– -$822K -8,100 Closed
CI
1835
CPR Investments
Michigan
– -$749K -7,377 Closed
VCM
1836
Virtue Capital Management
Tennessee
– -$717K -7,060 Closed
HF
1837
HRT Financial
New York
– -$702K -6,920 Closed
BOC
1838
Blue Oak Capital
California
– -$634K -6,246 Closed
TI
1839
Trexquant Investment
Connecticut
– -$602K -5,925 Closed
Principal Financial Group
1840
Principal Financial Group
Iowa
– -$559K -5,501 Closed
SWA
1841
Strata Wealth Advisors
Texas
– -$555K -5,462 Closed
MMM
1842
Mendel Money Management
Illinois
– -$539K -5,306 Closed
CF
1843
Corebridge Financial
Texas
– -$508K -5,000 Closed
APW
1844
Axim Planning & Wealth
Ohio
– -$457K -4,505 Closed
AIP
1845
Almanack Investment Partners
Pennsylvania
– -$457K -4,497 Closed
PIAS
1846
PCA Investment Advisory Services
Ohio
– -$420K -4,133 Closed
GSEP
1847
Golden State Equity Partners
California
– -$416K -4,094 Closed
GI
1848
Gradient Investments
Minnesota
– -$396K -3,901 Closed
AFG
1849
ABLE Financial Group
Arizona
– -$358K -3,523 Closed
AP
1850
Americana Partners
Texas
– -$343K -3,383 Closed
72 73
74
75 76