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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 %
BWS
351
Buck Wealth Strategies
Colorado
$8.9M +$1.65M +14,966 +23%
ABWM
352
Alpine Bank Wealth Management
Colorado
$8.85M -$41.3K -375 -0.5%
EWA
353
Exencial Wealth Advisors
Oklahoma
$8.85M +$301K +2,731 +4%
GWMR
354
GC Wealth Management RIA
Massachusetts
$8.8M +$7.27K +66 +0.1%
SEIA
355
Signature Estate & Investment Advisors
California
$8.76M +$553K +5,027 +7%
ECM
356
Evergreen Capital Management
Washington
$8.7M -$1.08M -9,778 -11%
IAG
357
Investment Advisory Group
Massachusetts
$8.66M +$353K +3,209 +4%
CFSG
358
Clark Financial Services Group
Missouri
$8.66M +$52.7K +479 +0.6%
TVM
359
True Vision MN
Minnesota
$8.63M -$790K -7,173 -8%
Franklin Resources
360
Franklin Resources
California
$8.62M -$1.29M -11,719 -13%
NCM
361
Novare Capital Management
North Carolina
$8.61M -$576K -5,235 -6%
ONB
362
Old National Bancorp
Indiana
$8.61M +$3.53M +32,106 +70%
PL
363
Polianta Ltd
Jersey
$8.58M +$8.58M +77,900 New
DADC
364
D.A. Davidson & Co
Montana
$8.53M -$297K -2,698 -3%
WA
365
Win Advisors
Florida
$8.42M -$602K -5,465 -7%
RPGK
366
Retirement Planning Group (Kansas)
Kansas
$8.24M +$209K +1,901 +3%
OC
367
Oppenheimer & Co
New York
$8.17M +$150K +1,362 +2%
AC
368
Avestar Capital
New York
$8.1M +$242K +2,199 +3%
EIP
369
Ellis Investment Partners
Pennsylvania
$8.09M -$22.4K -203 -0.3%
FCC
370
Florin Court Capital
United Kingdom
$8.08M +$264K +2,400 +3%
COCM
371
Charter Oak Capital Management
New Hampshire
$7.99M -$4.51K -41 -0.1%
HSWS
372
Higgins & Schmidt Wealth Strategies
Colorado
$7.92M -$106K -965 -1%
SCG
373
Sonata Capital Group
Washington
$7.92M -$111K -1,008 -1%
FMN
374
Financial Management Network
California
$7.88M -$66.6K -601 -0.8%
CAI
375
Capital Advisors Inc
Oklahoma
$7.87M -$229K -2,076 -3%
13 14
15
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