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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
+$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 %
SWM
201
Scissortail Wealth Management
Oklahoma
$18.2M -$348K -3,749 -2%
CIAS
202
CFS Investment Advisory Services
New Jersey
$18.2M +$682K +7,344 +4%
PFG
203
PAX Financial Group
Texas
$18.1M +$973K +10,484 +6%
UB
204
UMB Bank
Missouri
$18M -$544K -5,865 -3%
SWP
205
Sagespring Wealth Partners
Tennessee
$18M +$4.99M +53,751 +38%
WA
206
Wealth Alliance
New York
$17.9M -$3.59M -38,721 -17%
CFB
207
Cullen/Frost Bankers
Texas
$17.6M -$285K -3,068 -2%
FFN
208
Focus Financial Network
Minnesota
$17.5M +$1.82M +19,583 +12%
IFS
209
Ifrah Financial Services
Arkansas
$17.1M -$922K -9,928 -5%
TF
210
Trek Financial
Arizona
$17.1M +$3.24M +34,860 +23%
TWP
211
Triad Wealth Partners
Kansas
$17.1M +$2.71M +29,238 +19%
AFC
212
Adaptive Financial Consulting
Ohio
$17.1M -$977K -10,526 -5%
CWS
213
Cypress Wealth Services
California
$16.9M +$936K +10,084 +6%
FWP
214
FAS Wealth Partners
Kansas
$16.8M -$671K -7,225 -4%
CAM
215
Cresset Asset Management
Illinois
$16.7M -$1.12M -12,098 -6%
VA
216
VestGen Advisors
Illinois
$16.6M +$16.6M +179,266 New
SS
217
Sunbelt Securities
Texas
$16.6M -$226K -2,437 -1%
CFO
218
Callan Family Office
Pennsylvania
$16.5M +$464K +4,997 +3%
CFG
219
Citizens Financial Group
Rhode Island
$16.4M -$2.07M -22,327 -11%
OAP
220
One Advisory Partners
Kansas
$16.3M +$582K +6,269 +4%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$16.2M +$7.89M +84,959 +95%
FHC
222
First Heartland Consultants
Missouri
$16.2M +$921K +9,917 +6%
MCM
223
M1 Capital Management
Michigan
$16M -$1.75M -18,895 -10%
AAS
224
Ameritas Advisory Services
Nebraska
$16M -$1.83M -18,812 -10%
GCA
225
Gallagher Capital Advisors
Texas
$15.9M -$227K -2,450 -1%
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