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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 %
VA
76
Valmark Advisers
Ohio
$69.6M 632,317 -48,071 -7%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$68.2M 615,606 +8,905 +1%
SCM
78
SCS Capital Management
Massachusetts
$66.3M 602,015 +29,862 +5%
SWM
79
SilverOak Wealth Management
Minnesota
$64M 581,186 +37 +0%
UFF
80
USA Financial Formulas
Michigan
$63.1M 573,100 -742,707 -56%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$61.7M 560,084 -18,131 -3%
AF
82
Allworth Financial
California
$59.1M 536,675 -6,623 -1%
APW
83
Austin Private Wealth
Texas
$58.6M 532,183 -93,842 -15%
FDP
84
Financiere des Professionnels
Quebec, Canada
$57.3M 520,000 -190,000 -27%
NSIM
85
North Star Investment Management
Illinois
$57M 517,275 -5,402 -1%
IWC
86
Integrated Wealth Concepts
Massachusetts
$56.7M 515,263 -10,163 -2%
PA
87
Probity Advisors
Texas
$55.8M 506,561 +5,503 +1%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$53.5M 485,530 -883,320 -65%
PA
89
Parallel Advisors
California
$52.4M 476,097 +25,745 +6%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$52.4M 475,910 +15,561 +3%
CW
91
CreativeOne Wealth
Kansas
$51.6M 468,852 -21,987 -4%
WA
92
Waverly Advisors
Alabama
$49.7M 451,445 +43,555 +11%
CL
93
Choreo LLC
Illinois
$49.1M 445,816 -32,709 -7%
OIA
94
OneDigital Investment Advisors
Kansas
$48.8M 442,922 -51,311 -10%
AI
95
Atria Investments
North Carolina
$48.2M 437,502 -26,063 -6%
WWG
96
West Wealth Group
California
$47.9M 419,087 -123,805 -23%
SPC
97
Sigma Planning Corp
Michigan
$47.1M 427,873 +11,241 +3%
IWA
98
Icon Wealth Advisors
Texas
$46.6M 423,504 -411 -0.1%
1IA
99
1834 Investment Advisors
Wisconsin
$45M 409,110 -31,430 -7%
MPW
100
MA Private Wealth
California
$43.1M 391,480 +62,962 +19%
2 3
4
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