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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 %
NCFG
1851
New Century Financial Group
New Jersey
– -$329K -3,182 Closed
Janus Henderson Group
1852
Janus Henderson Group
United Kingdom
– -$302K -2,973 Closed
TGAM
1853
TBH Global Asset Management
Tennessee
– -$282K -2,779 Closed
ST
1854
Sabal Trust
Florida
– -$276K -2,716 Closed
FWP
1855
Forefront Wealth Partners
Texas
– -$241K -2,373 Closed
NFTC
1856
North Forty Two & Co
Oregon
– -$231K -2,272 Closed
AGA
1857
Arkos Global Advisors
Texas
– -$223K -2,194 Closed
FVWA
1858
Foster Victor Wealth Advisors
South Carolina
– -$226K -2,176 Closed
EIA
1859
Edgemoor Investment Advisors
Maryland
– -$219K -2,153 Closed
AIFS
1860
A&I Financial Services
Colorado
– -$217K -2,137 Closed
MC
1861
Moors & Cabot
Massachusetts
– -$216K -2,130 Closed
FA
1862
FSA Advisors
Michigan
– -$213K -2,102 Closed
BPFA
1863
Barnes Pettey Financial Advisors
Mississippi
– -$213K -2,100 Closed
FNBOMD
1864
First National Bank of Mount Dora
Florida
– -$213K -2,096 Closed
GWA
1865
GGM Wealth Advisors
Maryland
– -$212K -2,088 Closed
LPT
1866
Legacy Private Trust
Wisconsin
– -$212K -2,088 Closed
AA
1867
Aufman Associates
Pennsylvania
– -$211K -2,075 Closed
CFS
1868
Coordinated Financial Services
Colorado
– -$210K -2,071 Closed
PA
1869
Planning Alternatives
Michigan
– -$209K -2,063 Closed
AWP
1870
Abacus Wealth Partners
California
– -$208K -2,044 Closed
HSG
1871
Helen Stephens Group
Texas
– -$207K -2,041 Closed
SHF
1872
Stage Harbor Financial
Massachusetts
– -$207K -2,040 Closed
PPWP
1873
Premier Path Wealth Partners
New Jersey
– -$206K -2,032 Closed
AWA
1874
Authentikos Wealth Advisory
California
– -$205K -2,022 Closed
RP
1875
Riverwater Partners
Wisconsin
– -$205K -2,016 Closed
73 74
75
76 77