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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 %
MCM
126
MV Capital Management
Maryland
$33.3M 302,048 -13,186 -4%
SHIM
127
Stone House Investment Management
Pennsylvania
$32.3M 293,141 -22,015 -7%
SW
128
SteelPeak Wealth
California
$32.2M 292,831 -26,834 -8%
PIA
129
Powell Investment Advisors
Florida
$32.2M 292,743 +21,415 +8%
SWP
130
Stratos Wealth Partners
Ohio
$32.1M 291,567 +3,285 +1%
JWCA
131
J.W. Cole Advisors
Florida
$31.8M 288,427 +50,225 +21%
WANY
132
Wealthspire Advisors (New York)
New York
$31.5M 285,670 -227,612 -44%
TSW
133
Three Seasons Wealth
Utah
$31.3M 283,996 +25,414 +10%
Corient Private Wealth
134
Corient Private Wealth
Florida
$31.1M 283,101 -226,733 -44%
BPA
135
Beacon Pointe Advisors
California
$30.8M 279,731 +243 +0.1%
FHB
136
First Hawaiian Bank
Hawaii
$30.4M 276,280 -6,411 -2%
TPCW
137
TD Private Client Wealth
New York
$30.4M 276,164 +18,555 +7%
FMWA
138
Forvis Mazars Wealth Advisors
Missouri
$30.3M 275,590 +1,134 +0.4%
FHA
139
First Horizon Advisors
Tennessee
$30M 272,896 -6,513 -2%
WSFS
140
Wilmington Savings Fund Society
Delaware
$29.8M 270,791 -10,322 -4%
SFO
141
Stokes Family Office
Louisiana
$29.7M 270,156 -20,184 -7%
EL
142
EWA LLC
Pennsylvania
$29.3M 265,975 -79,246 -23%
SWP
143
Sagespring Wealth Partners
Tennessee
$29.1M 264,742 +71,308 +37%
GIA
144
Gladstone Institutional Advisory
Florida
$29.1M 264,657 +16,362 +7%
FMC
145
First Merchants Corp
Indiana
$29.1M 264,520 -4,755 -2%
BEC
146
Blue Edge Capital
Virginia
$29M 263,075 -357 -0.1%
PRS
147
Pinkerton Retirement Specialists
Idaho
$28.8M 261,512 -873,837 -77%
PFA
148
Pettinga Financial Advisors
Indiana
$28.7M 260,255 -30,075 -10%
CFA
149
Cahill Financial Advisors
Minnesota
$28.6M 259,385 -2,649 -1%
CAL
150
Capital Analysts LLC
Pennsylvania
$28.5M 259,097 +60,585 +31%
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