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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 %
AL
401
ACAS LLC
California
$7.13M -$178K -1,541 -2%
IA
402
IFG Advisory
Georgia
$7.03M +$473K +4,298 +7%
LWANC
403
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.99M +$6.93M +763,277 +11,335%
KDA
404
Kraft Davis & Associates
Missouri
$6.92M -$107K -941 -2%
CIAS
405
Capital Investment Advisory Services
North Carolina
$6.92M +$273K +2,476 +4%
GFP
406
Gryphon Financial Partners
Ohio
$6.84M -$88.6K -805 -1%
AFW
407
Atlantic Family Wealth
Florida
$6.83M -$125K -1,137 -2%
CWM
408
Cranbrook Wealth Management
Michigan
$6.83M -$21.2K -193 -0.3%
FAM
409
Frontier Asset Management
Wyoming
$6.82M -$624K -5,668 -8%
SB
410
Strategic Blueprint
Georgia
$6.8M -$648K -5,887 -9%
GIM
411
Glenmede Investment Management
Pennsylvania
$6.79M +$6.79M +61,690 New
SIA
412
Soltis Investment Advisors
Utah
$6.74M -$217K -1,973 -3%
NP
413
NorthRock Partners
Minnesota
$6.74M -$379K -3,442 -5%
AWP
414
Ascent Wealth Partners
New York
$6.65M +$53.7K +488 +0.8%
SVWG
415
Shared Vision Wealth Group
United States
$6.58M -$324K -2,846 -5%
CWM
416
Cahaba Wealth Management
Georgia
$6.57M -$161K -1,461 -2%
BAM
417
Belpointe Asset Management
Nevada
$6.57M -$108K -978 -2%
PIMG
418
Patriot Investment Management Group
Tennessee
$6.53M -$102K -924 -2%
HWA
419
Heritage Wealth Advisors
Virginia
$6.52M -$55.1K -500 -0.8%
BWMG
420
Barnes Wealth Management Group
California
$6.48M +$79.5K +722 +1%
EA
421
Eclectic Associates
California
$6.4M -$537K -4,878 -8%
LWA
422
Lifelong Wealth Advisors
Minnesota
$6.39M -$398K -3,614 -6%
LWP
423
Laurel Wealth Planning
Minnesota
$6.38M +$41.8K +380 +0.7%
MCCA
424
Mill Creek Capital Advisors
Pennsylvania
$6.27M +$313K +2,845 +5%
CWAG
425
Compton Wealth Advisory Group
Virginia
$6.23M -$976K -8,862 -14%
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