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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 %
UBV
276
United Bank (Virginia)
Virginia
$13M 117,779 -1,023 -0.9%
KOC
277
Koss-Olinger Consulting
Florida
$13M 117,757 -4,460 -4%
CI
278
CX Institutional
Indiana
$12.9M 117,390 -209 -0.2%
ACM
279
Ascent Capital Management
Oregon
$12.9M 117,123 +1,027 +0.9%
BFIM
280
Beese Fulmer Investment Management
Ohio
$12.9M 116,833 +114,128 +4,219%
FGWP
281
Founders Grove Wealth Partners
Virginia
$12.8M 116,304 -1,760 -1%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$12.7M 115,559 -1,251 -1%
BHWM
283
Bay Harbor Wealth Management
Maryland
$12.6M 114,763 -14,733 -11%
CA
284
Centerpoint Advisors
Massachusetts
$12.6M 114,678 -9,525 -8%
SW
285
Simplicity Wealth
New Jersey
$12.5M 113,773 +48,827 +75%
LSA
286
Lansing Street Advisors
Pennsylvania
$12.4M 112,782 +6,657 +6%
MFA
287
Mayflower Financial Advisors
Massachusetts
$12.4M 112,181 -4,898 -4%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$12.3M 112,123 +112,123 New
SA
289
Sovran Advisors
California
$12.3M 112,218 +4,520 +4%
MFG
290
Midwest Financial Group
Kansas
$12.2M 111,124 -3,831 -3%
BZWA
291
Blue Zone Wealth Advisors
California
$12.1M 110,090 -1,065 -1%
FFWA
292
Forthright Family Wealth Advisory
Texas
$12.1M 110,003 -2,205 -2%
TCM
293
Traynor Capital Management
Pennsylvania
$12M 110,402 +2,000 +2%
ATPW
294
Ashton Thomas Private Wealth
Arizona
$12M 108,989 -30,658 -22%
YIA
295
YHB Investment Advisors
Connecticut
$11.9M 108,028 +118 +0.1%
LKWM
296
Lee-Kelleher Wealth Management
Maryland
$11.8M 106,988 -853 -0.8%
LFAS
297
Level Four Advisory Services
Texas
$11.8M 106,937 -981 -0.9%
PS
298
Planned Solutions
California
$11.7M 106,080 +91,595 +632%
PWM
299
Perigon Wealth Management
California
$11.6M 105,043 +684 +0.7%
FAN
300
Financial Advisors Network
California
$11.5M 104,572 -695 -0.7%
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