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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 %
PGF
1876
Plan Group Financial
Oklahoma
– -$204K -2,007 Closed
NIM
1877
Northeast Investment Management
Massachusetts
– -$203K -2,004 Closed
NI
1878
Natural Investments
California
– -$203K -2,004 Closed
BRIA
1879
Balanced Rock Investment Advisors
Massachusetts
– -$203K -2,004 Closed
SB
1880
Sunflower Bank
Texas
– -$203K -2,004 Closed
SAM
1881
Strategy Asset Managers
California
– -$203K -2,002 Closed
UIM
1882
Unified Investment Management
Georgia
– -$203K -2,000 Closed
TFS
1883
Thoroughbred Financial Services
Tennessee
– -$202K -1,998 Closed
BFG
1884
Buttonwood Financial Group
Missouri
– -$212K -1,995 Closed
NAMNJ
1885
NorthStar Asset Management (New Jersey)
New Jersey
– -$202K -1,990 Closed
SMAM
1886
Sugar Maple Asset Management
Wisconsin
– -$202K -1,986 Closed
Wolverine Trading
1887
Wolverine Trading
Illinois
– -$203K -1,978 Closed
CAS
1888
Coppell Advisory Solutions
Texas
– -$199K -1,946 Closed
EW
1889
Element Wealth
Mississippi
– -$161K -1,583 Closed
Citadel Advisors
1890
Citadel Advisors
Florida
– -$135K -1,328 Closed
CP
1891
Castleview Partners
Texas
– -$129K -1,274 Closed
LDB
1892
Lee, Danner & Bass
Tennessee
– -$122K -1,200 Closed
FLP
1893
Financial Life Planners
Arizona
– -$101K -999 Closed
EF
1894
Empowered Funds
Pennsylvania
– -$97.6K -961 Closed
CBT
1895
CoreFirst Bank & Trust
Kansas
– -$97.1K -956 Closed
DP
1896
Denver PWM
Colorado
– -$71.4K -703 Closed
CFG
1897
Copley Financial Group
California
– -$67.9K -669 Closed
MRP
1898
Measured Risk Portfolios
California
– -$61.3K -604 Closed
AWM
1899
Accredited Wealth Management
Kentucky
– -$57.6K -567 Closed
PIS
1900
POM Investment Strategies
North Carolina
– -$46.4K -457 Closed
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