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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 %
RWM
401
RKL Wealth Management
Pennsylvania
$7.21M -$273K -2,477 -4%
AL
402
ACAS LLC
California
$7.13M -$178K -1,541 -2%
IA
403
IFG Advisory
Georgia
$7.03M +$473K +4,298 +7%
LWANC
404
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.99M +$6.93M +763,277 +11,335%
KDA
405
Kraft Davis & Associates
Missouri
$6.92M -$107K -941 -2%
CIAS
406
Capital Investment Advisory Services
North Carolina
$6.92M +$273K +2,476 +4%
GFP
407
Gryphon Financial Partners
Ohio
$6.84M -$88.6K -805 -1%
AFW
408
Atlantic Family Wealth
Florida
$6.83M -$125K -1,137 -2%
CWM
409
Cranbrook Wealth Management
Michigan
$6.83M -$21.2K -193 -0.3%
FAM
410
Frontier Asset Management
Wyoming
$6.82M -$624K -5,668 -8%
SB
411
Strategic Blueprint
Georgia
$6.8M -$648K -5,887 -9%
GIM
412
Glenmede Investment Management
Pennsylvania
$6.79M +$6.79M +61,690 New
SIA
413
Soltis Investment Advisors
Utah
$6.74M -$217K -1,973 -3%
NP
414
NorthRock Partners
Minnesota
$6.74M -$379K -3,442 -5%
AWP
415
Ascent Wealth Partners
New York
$6.65M +$53.7K +488 +0.8%
SVWG
416
Shared Vision Wealth Group
United States
$6.58M -$324K -2,846 -5%
CWM
417
Cahaba Wealth Management
Georgia
$6.57M -$161K -1,461 -2%
BAM
418
Belpointe Asset Management
Nevada
$6.57M -$108K -978 -2%
PIMG
419
Patriot Investment Management Group
Tennessee
$6.53M -$102K -924 -2%
HWA
420
Heritage Wealth Advisors
Virginia
$6.52M -$55.1K -500 -0.8%
BWMG
421
Barnes Wealth Management Group
California
$6.48M +$79.5K +722 +1%
EA
422
Eclectic Associates
California
$6.4M -$537K -4,878 -8%
LWA
423
Lifelong Wealth Advisors
Minnesota
$6.39M -$398K -3,614 -6%
LWP
424
Laurel Wealth Planning
Minnesota
$6.38M +$41.8K +380 +0.7%
MCCA
425
Mill Creek Capital Advisors
Pennsylvania
$6.27M +$313K +2,845 +5%
15 16
17
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