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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 %
FLA
101
Financial Life Advisors
Texas
$42.9M 389,746 -3,633 -0.9%
CWM
102
Connecticut Wealth Management
Connecticut
$42.9M 389,297 -5,740 -1%
PS
103
Principal Securities
Iowa
$42.3M 384,442 +47,727 +14%
EWA
104
Encompass Wealth Advisors
Oregon
$41.6M 377,513 +3,704 +1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$40.8M 370,567 -29,475 -7%
LF
106
Lee Financial
Texas
$40.1M 364,405 +7,204 +2%
FWMM
107
Foundation Wealth Management (Missouri)
Missouri
$40M 363,453 +4,248 +1%
CA
108
Clearstead Advisors
Ohio
$39.9M 362,641 +2,461 +0.7%
P
109
&Partners
Tennessee
$38.2M 346,573 +132,045 +62%
Citigroup
110
Citigroup
New York
$37.8M 343,062 -3,936 -1%
BB
111
Busey Bank
Illinois
$37.6M 341,514 -3,784 -1%
GT
112
Greenleaf Trust
Michigan
$37.6M 341,181 +2,238 +0.7%
LWP
113
LMG Wealth Partners
Louisiana
$36.8M 334,529 -3,914 -1%
AWS
114
Atria Wealth Solutions
New York
$36.6M 332,486 -385,775 -54%
PWM
115
Praetorian Wealth Management
California
$35.7M 324,536 -422,644 -57%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$35.6M 323,169 -7,170 -2%
BFPW
117
BOK Financial Private Wealth
Colorado
$35.5M 322,406 -12,976 -4%
SHJ
118
Sharkey, Howes & Javer
Colorado
$35.4M 321,976 -4,425 -1%
Cerity Partners
119
Cerity Partners
New York
$35.4M 321,673 -1,281 -0.4%
BF
120
BOK Financial
Oklahoma
$35.3M 321,034 -26,312 -8%
BCI
121
Brinker Capital Investments
Pennsylvania
$34.7M 315,175 +51,043 +19%
Charles Schwab
122
Charles Schwab
California
$34.7M 314,771 -101,725 -24%
ANB
123
Amarillo National Bank
Texas
$34.5M 312,922 -2,128 -0.7%
CIA
124
Concurrent Investment Advisors
Florida
$34.2M 310,985 +151,129 +95%
AWA
125
Arkadios Wealth Advisors
Georgia
$33.7M 305,691 +38,035 +14%
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5
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