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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,833 hedge funds and large institutions have $44.2B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 561 increasing their positions, 748 reducing their positions, and 78 closing their positions.

Holders
1,833
Holders Change
+29
Holders Change %
+1.61%
% of All Funds
24.62%
Holding in Top 10
194
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.74%
% of All Funds
2.61%
New
149
Increased
561
Reduced
748
Closed
78
Calls
$11.9M
Puts
$8.35M
Net Calls
+$3.55M
Net Calls Change
-$3.37M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$374M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.74B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$140M
5
EWA
5
EP Wealth Advisors
California
$74.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$302M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.67B
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$53.5M
5
PRS
5
Pinkerton Retirement Specialists
Idaho
$28.8M
Name Market Value Shares Shares
Change 		Shares
Change %
RFM
226
Royal Fund Management
Florida
$18M 163,099 +150,838 +1,230%
FFN
227
Focus Financial Network
Minnesota
$17.9M 162,247 -26,278 -14%
FAIM
228
Financial Advocates Investment Management
Washington
$17.7M 160,919 -53,911 -25%
MFIM
229
Mesirow Financial Investment Management
Illinois
$17.6M 160,286 -3,645 -2%
PCG
230
Prosperity Consulting Group
Maryland
$17.5M 158,908 -5,709 -3%
DIP
231
DT Investment Partners
Pennsylvania
$17.2M 155,923 – –
SFP
232
Sterling Financial Planning
New Jersey
$17.1M 155,540 +1,165 +0.8%
AIM
233
Acropolis Investment Management
Missouri
$17.1M 155,005 +145 +0.1%
CAL
234
Capital Advisors Ltd
Ohio
$17M 154,835 -295 -0.2%
IC
235
IEQ Capital
California
$16.8M 152,306 -109,007 -42%
SC
236
Savant Capital
Illinois
$16.8M 152,294 +27,700 +22%
TPI
237
Trust Point Inc
Wisconsin
$16.7M 151,750 -100 -0.1%
RA
238
Rodgers & Associates
Pennsylvania
$16.7M 151,746 -12,649 -8%
TAM
239
TCP Asset Management
Ohio
$16.7M 151,595 +5,086 +3%
MWM
240
McNaughton Wealth Management
California
$16.7M 151,419 -14,250 -9%
MCM
241
M1 Capital Management
Michigan
$16.6M 150,929 -21,409 -12%
Legacy Financial Group (Iowa)
242
Legacy Financial Group (Iowa)
Iowa
$16.6M 150,916 -7,731 -5%
AssetMark Inc
243
AssetMark Inc
California
$16.5M 149,419 +18,216 +14%
EL
244
EQ LLC
Washington
$16.4M 148,854 +115,484 +346%
IW
245
Instrumental Wealth
Florida
$16.4M 147,101 +3,743 +3%
COFSG
246
Carbahal Olsen Financial Services Group
California
$16.3M 148,112 -964 -0.6%
KG
247
Kilter Group
New York
$16.3M 147,983 -11,770 -7%
SL
248
SWMG LLC
Texas
$16.3M 142,314 +15,510 +12%
WP
249
WealthShield Partners
North Carolina
$16.1M 146,208 -14,001 -9%
JWA
250
JFS Wealth Advisors
Pennsylvania
$15.9M 144,551 -7,042 -5%
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