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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 %
FHC
151
First Heartland Consultants
Missouri
$28.4M 258,099 +83,750 +48%
HGWM
152
Horst & Graben Wealth Management
Oregon
$28.1M 255,430 -33,484 -12%
SFA
153
Sequoia Financial Advisors
Ohio
$28.1M 254,899 +4,587 +2%
HFA
154
High Falls Advisors
New York
$27.8M 252,044 -37,091 -13%
Financial Engines Advisors
155
Financial Engines Advisors
California
$27.7M 251,213 -23,797 -9%
LWM
156
Liberty Wealth Management
California
$27.6M 250,770 +6,936 +3%
SWP
157
ShoreHaven Wealth Partners
New Jersey
$27.6M 250,570 -9,211 -4%
SAF
158
Smith Anglin Financial
Texas
$27.4M 248,802 +37,622 +18%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$27.4M 248,604 +98,826 +66%
DSA
160
Droms Strauss Advisors
Missouri
$27.3M 248,054 -1,220 -0.5%
GL
161
Graypoint LLC
New York
$27M 245,528 +14,240 +6%
KL
162
KWMG LLC
Kansas
$27M 244,848 +2,480 +1%
B
163
Barings
North Carolina
$26.9M 244,432 +211,581 +644%
SFS
164
Security Financial Services
Indiana
$26.9M 244,403 -19,312 -7%
AWMG
165
ADG Wealth Management Group
Louisiana
$26.8M 243,373 +37,468 +18%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$26.6M 241,400 +77,563 +47%
GRP
167
Global Retirement Partners
California
$26.6M 241,360 +241,360 New
IA
168
IFP Advisors
Florida
$26.5M 240,326 +204,575 +572%
AWM
169
Apollon Wealth Management
South Carolina
$26.2M 237,536 -2,137 -0.9%
CAG
170
Csenge Advisory Group
Florida
$25.9M 249,776 -4,093 -2%
MC
171
McMorgan & Co
California
$25.8M 234,140 -4,727 -2%
DA
172
Detalus Advisors
Missouri
$25.6M 232,067 -7,850 -3%
MFG
173
Merit Financial Group
Georgia
$25.4M 230,405 +7,811 +4%
SFI
174
SPC Financial Inc
Maryland
$25.2M 228,798 -4,843 -2%
IA
175
Integrity Alliance
Iowa
$25.2M 228,782 -140,202 -38%
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