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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 %
FAN
301
Financial Advisors Network
California
$11.5M -$76.5K -695 -0.7%
GCA
302
Gallagher Capital Advisors
Texas
$11.4M -$8.12M -71,214 -42%
QCM
303
Quantinno Capital Management
New York
$11.4M +$2.67M +24,264 +31%
SWMP
304
Signature Wealth Management Partners
New Jersey
$11.2M -$146K -1,330 -1%
FFBTD
305
First Financial Bank - Trust Division
Ohio
$11.2M +$105K +953 +0.9%
HW
306
Hancock Whitney
Mississippi
$11.1M +$296K +2,686 +3%
HFW
307
Horizon Family Wealth
Illinois
$11.1M +$351K +3,190 +3%
TFCP
308
Twin Focus Capital Partners
Massachusetts
$11M +$1.52M +13,807 +16%
HCM
309
Howard Capital Management
Georgia
$11M -$258K -2,342 -2%
PFG
310
Pacific Financial Group
Washington
$11M -$875K -7,948 -7%
PBO
311
Peoples Bank (Ohio)
Ohio
$10.8M -$174K -1,583 -2%
PCA
312
Pallas Capital Advisors
Massachusetts
$10.8M +$7.09M +64,432 +194%
EFG
313
Ehrlich Financial Group
California
$10.7M -$2.3M -20,845 -18%
GWM
314
Geneos Wealth Management
Colorado
$10.7M -$10.7M -97,566 -50%
KFP
315
KMG Fiduciary Partners
Ohio
$10.7M +$373K +3,391 +4%
ABC
316
Associated Banc-Corp
Wisconsin
$10.7M +$981K +8,911 +10%
EWM
317
EPG Wealth Management
Georgia
$10.7M -$175K -1,588 -2%
TWM
318
TSA Wealth Management
Texas
$10.6M -$5.8M -52,696 -35%
AllianceBernstein
319
AllianceBernstein
Tennessee
$10.6M -$2.9M -26,296 -21%
BWM
320
BKM Wealth Management
Wisconsin
$10.6M -$231K -2,096 -2%
NBWM
321
North Berkeley Wealth Management
California
$10.5M +$1.25M +11,396 +14%
BFM
322
Broadview Financial Management
Wisconsin
$10.5M -$1.17M -10,588 -10%
FP
323
Financial Perspectives
Minnesota
$10.4M +$221K +2,008 +2%
TIAA Trust, National Association
324
TIAA Trust, National Association
North Carolina
$10.4M -$136K -1,238 -1%
PCIA
325
Prime Capital Investment Advisors
Kansas
$10.3M -$1.56M -14,201 -13%
11 12
13
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