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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,844 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 150 funds opening new positions, 562 increasing their positions, 751 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,844
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
24.72%
Holding in Top 10
194
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.74%
% of All Funds
2.6%
New
150
Increased
562
Reduced
751
Closed
78
Calls
$26.7M
Puts
$9.89M
Net Calls
+$16.8M
Net Calls Change
+$9.92M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$374M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$144M
3
Morgan Stanley
Morgan Stanley
New York
+$116M
4
Two Sigma Investments
Two Sigma Investments
New York
+$64M
5
EWA
EP Wealth Advisors
California
+$62.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$298M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$190M
3
HNB
Huntington National Bank
Ohio
-$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$117M +$15.3M +139,068 +15%
CC
52
Courier Capital
New York
$112M -$879K -7,981 -0.8%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$111M -$8.4M -76,301 -7%
Comerica Bank
54
Comerica Bank
Texas
$108M +$53.3K +484 +0%
AAS
55
Avantax Advisory Services
Texas
$106M -$3.16M -28,707 -3%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$101M +$736K +6,682 +0.7%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$95.7M +$31.7M +288,120 +50%
LI
58
LVZ Inc
Michigan
$94.7M +$1.55M +14,105 +2%
KeyBank National Association
59
KeyBank National Association
Ohio
$85.2M +$1.75M +15,934 +2%
SPIA
60
Steward Partners Investment Advisory
New York
$84.1M +$25.8M +234,048 +44%
AWMS
61
Advocacy Wealth Management Services
Georgia
$82.4M -$6.19M -56,184 -7%
WIA
62
World Investment Advisors
California
$81.9M +$41.8M +380,049 +104%
AG
63
Ascent Group
Virginia
$80.7M -$8.03M -72,921 -9%
Northern Trust
64
Northern Trust
Illinois
$80.5M -$406K -3,691 -0.5%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$80.1M -$1.2M -10,931 -1%
MWM
66
Modera Wealth Management
New Jersey
$79.4M -$1.4M -12,738 -2%
KAS
67
Kestra Advisory Services
Texas
$78.2M +$8.34M +75,719 +12%
PSP
68
Principal Street Partners
Tennessee
$77.4M +$38.8M +351,988 +100%
PAG
69
Private Advisor Group
New Jersey
$76.2M +$3.02M +27,404 +4%
EWA
70
EP Wealth Advisors
California
$74.8M +$62.1M +563,960 +488%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$73.3M +$1.43M +12,951 +2%
AWM
72
AE Wealth Management
Kansas
$73.3M -$6.99M -63,450 -9%
SL
73
Salomon & Ludwin
Virginia
$72.4M -$3.05M -27,821 -4%
Creative Planning
74
Creative Planning
Kansas
$70.7M -$1.84M -16,712 -3%
SIA
75
Stegner Investment Associates
Kentucky
$70M -$146K -1,329 -0.2%
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