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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,845 hedge funds and large institutions have $44.3B 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, 752 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+40
Holders Change %
+2.22%
% of All Funds
24.73%
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
752
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 %
LNWTC
226
Laird Norton Wetherby Trust Company
Washington
$18M -$93K -845 -0.5%
RFM
227
Royal Fund Management
Florida
$18M +$16.6M +150,838 +1,230%
FFN
228
Focus Financial Network
Minnesota
$17.9M -$2.89M -26,278 -14%
FAIM
229
Financial Advocates Investment Management
Washington
$17.7M -$5.94M -53,911 -25%
MFIM
230
Mesirow Financial Investment Management
Illinois
$17.6M -$401K -3,645 -2%
PCG
231
Prosperity Consulting Group
Maryland
$17.5M -$629K -5,709 -3%
DIP
232
DT Investment Partners
Pennsylvania
$17.2M – – –
SFP
233
Sterling Financial Planning
New Jersey
$17.1M +$128K +1,165 +0.8%
AIM
234
Acropolis Investment Management
Missouri
$17.1M +$16K +145 +0.1%
CAL
235
Capital Advisors Ltd
Ohio
$17M -$32.5K -295 -0.2%
IC
236
IEQ Capital
California
$16.8M -$12M -109,007 -42%
SC
237
Savant Capital
Illinois
$16.8M +$3.05M +27,700 +22%
TPI
238
Trust Point Inc
Wisconsin
$16.7M -$11K -100 -0.1%
RA
239
Rodgers & Associates
Pennsylvania
$16.7M -$1.39M -12,649 -8%
TAM
240
TCP Asset Management
Ohio
$16.7M +$560K +5,086 +3%
MWM
241
McNaughton Wealth Management
California
$16.7M -$1.57M -14,250 -9%
MCM
242
M1 Capital Management
Michigan
$16.6M -$2.36M -21,409 -12%
Legacy Financial Group (Iowa)
243
Legacy Financial Group (Iowa)
Iowa
$16.6M -$851K -7,731 -5%
AssetMark Inc
244
AssetMark Inc
California
$16.5M +$2.01M +18,216 +14%
EL
245
EQ LLC
Washington
$16.4M +$12.7M +115,484 +346%
IW
246
Instrumental Wealth
Florida
$16.4M +$416K +3,743 +3%
COFSG
247
Carbahal Olsen Financial Services Group
California
$16.3M -$106K -964 -0.6%
KG
248
Kilter Group
New York
$16.3M -$1.3M -11,770 -7%
SL
249
SWMG LLC
Texas
$16.3M +$1.77M +15,510 +12%
WP
250
WealthShield Partners
North Carolina
$16.1M -$1.54M -14,001 -9%
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