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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 %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$117M 1,066,510 +139,068 +15%
CC
52
Courier Capital
New York
$112M 1,019,483 -7,981 -0.8%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$111M 1,005,071 -76,301 -7%
Comerica Bank
54
Comerica Bank
Texas
$108M 985,456 +484 +0%
AAS
55
Avantax Advisory Services
Texas
$106M 958,227 -28,707 -3%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$101M 914,023 +6,682 +0.7%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$95.7M 869,187 +288,120 +50%
LI
58
LVZ Inc
Michigan
$94.7M 859,735 +14,105 +2%
KeyBank National Association
59
KeyBank National Association
Ohio
$85.2M 773,788 +15,934 +2%
SPIA
60
Steward Partners Investment Advisory
New York
$84.1M 763,497 +234,048 +44%
AWMS
61
Advocacy Wealth Management Services
Georgia
$82.4M 748,838 -56,184 -7%
WIA
62
World Investment Advisors
California
$81.9M 744,016 +380,049 +104%
AG
63
Ascent Group
Virginia
$80.7M 733,202 -72,921 -9%
Northern Trust
64
Northern Trust
Illinois
$80.5M 731,049 -3,691 -0.5%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$80.1M 727,471 -10,931 -1%
MWM
66
Modera Wealth Management
New Jersey
$79.4M 720,950 -12,738 -2%
KAS
67
Kestra Advisory Services
Texas
$78.2M 710,137 +75,719 +12%
PSP
68
Principal Street Partners
Tennessee
$77.4M 703,346 +351,988 +100%
PAG
69
Private Advisor Group
New Jersey
$76.2M 691,656 +27,404 +4%
EWA
70
EP Wealth Advisors
California
$74.8M 679,544 +563,960 +488%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$73.3M 663,805 +12,951 +2%
AWM
72
AE Wealth Management
Kansas
$73.3M 666,017 -63,450 -9%
SL
73
Salomon & Ludwin
Virginia
$72.4M 660,026 -27,821 -4%
Creative Planning
74
Creative Planning
Kansas
$70.7M 641,855 -16,712 -3%
SIA
75
Stegner Investment Associates
Kentucky
$70M 635,921 -1,329 -0.2%
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