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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,804 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
1,804
Holders Change
-42
Holders Change %
-2.28%
% 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
$4.46B
2
SW
SoFi Wealth
California
$172M
3
LPL Financial
LPL Financial
California
$1.76B
4
PRS
Pinkerton Retirement Specialists
Idaho
$105M
5
FDP
Financiere des Professionnels
Quebec, Canada
$65.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$0
2
HNB
Huntington National Bank
Ohio
$158M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$416M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$415M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
176
Per Stirling Capital Management
Texas
$21.2M -$9.62M -103,612 -31%
PWA
177
Physician Wealth Advisors
Utah
$20.9M +$1.06M +11,403 +5%
KPWS
178
Kestra Private Wealth Services
Texas
$20.9M +$4.81M +51,839 +30%
WWM
179
Western Wealth Management
Colorado
$20.9M +$157K +1,690 +0.8%
EH
180
Equitable Holdings
New York
$20.8M +$5.96M +64,153 +40%
DWM
181
Dynasty Wealth Management
Florida
$20.7M +$4.44M +47,856 +27%
MFG
182
Merit Financial Group
Georgia
$20.7M -$5.33M -57,406 -21%
AWM
183
Avior Wealth Management
Nebraska
$20.4M -$78K -840 -0.4%
BTI
184
Blue Trust Inc
Georgia
$20.4M -$40.3K -434 -0.2%
FAIM
185
Financial Advocates Investment Management
Washington
$19.9M +$4.22M +45,505 +27%
MMA
186
Miracle Mile Advisors
California
$19.9M +$289K +3,114 +1%
P
187
&Partners
Tennessee
$19.8M -$1.21M -13,104 -6%
SAF
188
Smith Anglin Financial
Texas
$19.6M -$3.02M -32,503 -13%
KFSC
189
Keystone Financial Services (Colorado)
Colorado
$19.6M +$400K +4,307 +2%
BCM
190
Brookstone Capital Management
Illinois
$19.5M +$653K +7,035 +3%
GIA
191
GHP Investment Advisors
Colorado
$19.4M -$352K -3,793 -2%
SWM
192
Spire Wealth Management
Virginia
$19.1M +$194K +2,089 +1%
AWMG
193
ADG Wealth Management Group
Louisiana
$19.1M -$258K -2,780 -1%
SFS
194
Sharp Financial Services
Pennsylvania
$19M +$13.9M +149,686 +273%
YCG
195
Yeomans Consulting Group
Georgia
$19M +$19M +204,453 New
KFS
196
Kelly Financial Services
Massachusetts
$18.6M +$645K +6,943 +4%
GPA
197
Guidance Point Advisors
Massachusetts
$18.4M +$137K +1,472 +0.7%
CAL
198
Capital Analysts LLC
Pennsylvania
$18.4M +$1.03M +11,123 +6%
SEI Investments
199
SEI Investments
Pennsylvania
$18.3M -$945K -10,177 -5%
GWM
200
Geneos Wealth Management
Colorado
$18.3M +$9.6M +102,424 +110%
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