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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 %
JWA
251
JFS Wealth Advisors
Pennsylvania
$15.9M -$775K -7,042 -5%
ASN
252
Advisory Services Network
Georgia
$15.9M -$13.1M -115,034 -45%
IF
253
Ironwood Financial
Arizona
$15.9M – – –
PAMG
254
Patton Albertson Miller Group
Tennessee
$15.8M +$3.2M +29,052 +25%
BC
255
Barrett & Company
Rhode Island
$15.8M +$1.8M +16,359 +13%
MA
256
Mutual Advisors
Nebraska
$15.7M +$958K +8,415 +7%
SCA
257
Snowden Capital Advisors
New York
$15.6M -$2.57M -23,297 -14%
William Blair & Company
258
William Blair & Company
Illinois
$15.5M -$536K -4,864 -3%
FTS
259
Fifth Third Securities
Ohio
$15.4M -$230K -2,092 -1%
CPSC
260
Carl P. Sherr & Co
Massachusetts
$15.4M -$448K -4,070 -3%
CWS
261
Cypress Wealth Services
California
$15M -$5M -45,409 -25%
KWM
262
Keebeck Wealth Management
Illinois
$14.4M -$2.26M -20,486 -14%
RIA
263
Regal Investment Advisors
Michigan
$14.3M -$1M -9,100 -7%
PGFC
264
Peapack-Gladstone Financial Corp
New Jersey
$14.2M -$144K -1,307 -1%
LIA
265
LBMC Investment Advisors
Tennessee
$14.1M -$522K -4,743 -4%
GVAG
266
Great Valley Advisor Group
Delaware
$14.1M -$275K -2,502 -2%
ATC
267
Argent Trust Co
Tennessee
$14.1M +$221K +2,007 +2%
CCFM
268
Clear Creek Financial Management
Washington
$14.1M -$25.8M -234,344 -65%
SL
269
Sentinus LLC
Illinois
$14M -$2.46M -22,360 -15%
PCTC
270
Perkins Coie Trust Company
Washington
$13.9M -$305K -2,770 -2%
WJA
271
Willis Johnson & Associates
Texas
$13.8M +$764K +6,937 +6%
NB
272
Nicolet Bankshares
Wisconsin
$13.4M +$1.1K +10 +0%
Brown Advisory
273
Brown Advisory
Maryland
$13.3M +$1.12M +10,186 +9%
WAL
274
W Advisors LLC
Tennessee
$13.2M -$543K -4,931 -4%
AWP
275
Avid Wealth Partners
Texas
$13.1M +$1.31M +11,915 +11%
9 10
11
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