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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 104 funds opening new positions, 651 increasing their positions, 698 reducing their positions, and 102 closing their positions.

Holders
1,804
Holders Change
-41
Holders Change %
-2.22%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.53%
% of All Funds
2.54%
New
104
Increased
651
Reduced
698
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.46B
2
SW
2
SoFi Wealth
California
$172M
3
LPL Financial
3
LPL Financial
California
$1.76B
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$105M
5
FDP
5
Financiere des Professionnels
Quebec, Canada
$65.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$416M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$415M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.07B
5
Wells Fargo
5
Wells Fargo
California
$1.44B
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.46B 48,079,544 +2,350,072 +5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.07B 43,809,244 -1,069,243 -2%
Morgan Stanley
3
Morgan Stanley
New York
$3.06B 32,940,255 +309,310 +0.9%
LPL Financial
4
LPL Financial
California
$1.76B 18,929,345 +988,955 +6%
Bank of America
5
Bank of America
North Carolina
$1.75B 18,826,571 +272,559 +1%
Wells Fargo
6
Wells Fargo
California
$1.44B 15,535,432 -1,067,265 -6%
UBS Group
7
UBS Group
Switzerland
$831M 8,949,144 -298,805 -3%
Ameriprise
8
Ameriprise
Minnesota
$738M 7,952,160 -23,690 -0.3%
Stifel Financial
9
Stifel Financial
Missouri
$658M 7,086,331 +114,990 +2%
Goldman Sachs
10
Goldman Sachs
New York
$616M 6,639,595 +279,859 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$510M 5,491,788 +13,597 +0.2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$499M 5,374,210 -2,899 -0.1%
BlackRock
13
BlackRock
New York
$454M 4,892,881 +255,898 +6%
M&T Bank
14
M&T Bank
New York
$419M 4,509,559 -121,063 -3%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$416M 4,497,096 -1,391,148 -24%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$415M 4,474,738 -1,381,218 -24%
Raymond James Financial
17
Raymond James Financial
Florida
$403M 4,344,305 -155,645 -3%
PAS
18
Park Avenue Securities
New York
$366M 3,942,984 +125,442 +3%
Mariner
19
Mariner
Kansas
$340M 3,662,628 -5,967 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$328M 3,533,251 +147,169 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$322M 3,465,787 +253,383 +8%
MML Investors Services
22
MML Investors Services
Massachusetts
$308M 3,320,053 +283,241 +9%
Lido Advisors
23
Lido Advisors
California
$298M 3,212,816 +85,339 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$297M 3,198,273 -282,149 -8%
RFC
25
Regions Financial Corp
Alabama
$258M 2,778,850 -41,475 -1%
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