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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 %
WWA
276
WCG Wealth Advisors
Nevada
$13.1M +$527K +4,787 +4%
UBV
277
United Bank (Virginia)
Virginia
$13M -$113K -1,023 -0.9%
KOC
278
Koss-Olinger Consulting
Florida
$13M -$491K -4,460 -4%
CI
279
CX Institutional
Indiana
$12.9M -$23K -209 -0.2%
ACM
280
Ascent Capital Management
Oregon
$12.9M +$113K +1,027 +0.9%
BFIM
281
Beese Fulmer Investment Management
Ohio
$12.9M +$12.6M +114,128 +4,219%
FGWP
282
Founders Grove Wealth Partners
Virginia
$12.8M -$194K -1,760 -1%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$12.7M -$138K -1,251 -1%
BHWM
284
Bay Harbor Wealth Management
Maryland
$12.6M -$1.62M -14,733 -11%
CA
285
Centerpoint Advisors
Massachusetts
$12.6M -$1.05M -9,525 -8%
SW
286
Simplicity Wealth
New Jersey
$12.5M +$5.38M +48,827 +75%
LSA
287
Lansing Street Advisors
Pennsylvania
$12.4M +$733K +6,657 +6%
MFA
288
Mayflower Financial Advisors
Massachusetts
$12.4M -$539K -4,898 -4%
LNWWM
289
Laird Norton Wetherby Wealth Management
California
$12.3M +$12.3M +112,123 New
SA
290
Sovran Advisors
California
$12.3M +$497K +4,520 +4%
MFG
291
Midwest Financial Group
Kansas
$12.2M -$422K -3,831 -3%
BZWA
292
Blue Zone Wealth Advisors
California
$12.1M -$117K -1,065 -1%
FFWA
293
Forthright Family Wealth Advisory
Texas
$12.1M -$243K -2,205 -2%
TCM
294
Traynor Capital Management
Pennsylvania
$12M +$218K +2,000 +2%
ATPW
295
Ashton Thomas Private Wealth
Arizona
$12M -$3.38M -30,658 -22%
YIA
296
YHB Investment Advisors
Connecticut
$11.9M +$13K +118 +0.1%
LKWM
297
Lee-Kelleher Wealth Management
Maryland
$11.8M -$93.9K -853 -0.8%
LFAS
298
Level Four Advisory Services
Texas
$11.8M -$108K -981 -0.9%
PS
299
Planned Solutions
California
$11.7M +$10.1M +91,595 +632%
PWM
300
Perigon Wealth Management
California
$11.6M +$75.3K +684 +0.7%
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