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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,843 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 150 funds opening new positions, 562 increasing their positions, 751 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,843
Holders Change
+38
Holders Change %
+2.11%
% of All Funds
24.71%
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
751
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 %
ABWM
351
Alpine Bank Wealth Management
Colorado
$8.85M -$41.3K -375 -0.5%
EWA
352
Exencial Wealth Advisors
Oklahoma
$8.85M +$301K +2,731 +4%
GWMR
353
GC Wealth Management RIA
Massachusetts
$8.8M +$7.27K +66 +0.1%
SEIA
354
Signature Estate & Investment Advisors
California
$8.76M +$553K +5,027 +7%
ECM
355
Evergreen Capital Management
Washington
$8.7M -$1.08M -9,778 -11%
IAG
356
Investment Advisory Group
Massachusetts
$8.66M +$353K +3,209 +4%
CFSG
357
Clark Financial Services Group
Missouri
$8.66M +$52.7K +479 +0.6%
TVM
358
True Vision MN
Minnesota
$8.63M -$790K -7,173 -8%
Franklin Resources
359
Franklin Resources
California
$8.62M -$1.29M -11,719 -13%
NCM
360
Novare Capital Management
North Carolina
$8.61M -$576K -5,235 -6%
ONB
361
Old National Bancorp
Indiana
$8.61M +$3.53M +32,106 +70%
PL
362
Polianta Ltd
Jersey
$8.58M +$8.58M +77,900 New
DADC
363
D.A. Davidson & Co
Montana
$8.53M -$297K -2,698 -3%
WA
364
Win Advisors
Florida
$8.42M -$602K -5,465 -7%
RPGK
365
Retirement Planning Group (Kansas)
Kansas
$8.24M +$209K +1,901 +3%
OC
366
Oppenheimer & Co
New York
$8.17M +$150K +1,362 +2%
AC
367
Avestar Capital
New York
$8.1M +$242K +2,199 +3%
EIP
368
Ellis Investment Partners
Pennsylvania
$8.09M -$22.4K -203 -0.3%
FCC
369
Florin Court Capital
United Kingdom
$8.08M +$264K +2,400 +3%
COCM
370
Charter Oak Capital Management
New Hampshire
$7.99M -$4.51K -41 -0.1%
HSWS
371
Higgins & Schmidt Wealth Strategies
Colorado
$7.92M -$106K -965 -1%
SCG
372
Sonata Capital Group
Washington
$7.92M -$111K -1,008 -1%
FMN
373
Financial Management Network
California
$7.88M -$66.6K -601 -0.8%
CAI
374
Capital Advisors Inc
Oklahoma
$7.87M -$229K -2,076 -3%
BRWA
375
B. Riley Wealth Advisors
Florida
$7.87M +$7.87M +71,479 New
13 14
15
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