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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 %
CWM
426
Centurion Wealth Management
Virginia
$6.21M -$836K -7,589 -12%
GWAM
427
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.19M -$1.16M -10,573 -16%
NCM
428
Narwhal Capital Management
Georgia
$6.17M -$31.8K -289 -0.5%
TFA
429
Tobias Financial Advisors
Florida
$6.13M -$165K -1,501 -3%
KV
430
Kickstand Ventures
New York
$6.11M +$356K +3,237 +6%
PFS
431
Prospera Financial Services
Texas
$6.08M +$917K +8,328 +18%
EWM
432
Evercore Wealth Management
New York
$6.06M – – –
RFA
433
Rollins Financial Advisors
New York
$6.05M -$352K -3,195 -5%
VCP
434
Verus Capital Partners
Arizona
$6.03M +$393K +3,570 +7%
DBIA
435
Dumont & Blake Investment Advisors
New Jersey
$6.01M -$43.6K -396 -0.7%
MCA
436
MSH Capital Advisors
Arizona
$6.01M -$272K -2,472 -4%
CWM
437
Congress Wealth Management
Massachusetts
$6.01M +$1.07M +9,719 +22%
NFC
438
Northeast Financial Consultants
Connecticut
$5.98M +$13.2K +120 +0.2%
LF
439
Lantz Financial
Illinois
$5.96M -$272K -2,473 -4%
TCG
440
Transcendent Capital Group
Oklahoma
$5.93M +$112K +1,018 +2%
IP
441
Investment Partners
Ohio
$5.92M -$27.1K -246 -0.5%
FRA
442
FFG Retirement Advisors
Colorado
$5.91M -$80.8K -734 -1%
BJL
443
Brighton Jones LLC
Washington
$5.89M +$635K +5,765 +12%
RSF
444
Rik Saylor Financial
Ohio
$5.83M +$1.1K +10 +0%
UBG
445
United Bank (Georgia)
Georgia
$5.74M +$251K +2,280 +5%
VT
446
Vise Technologies
New York
$5.72M +$5.72M +51,920 New
GWP
447
Gateway Wealth Partners
Wisconsin
$5.72M +$187K +1,703 +3%
ACA
448
Aptus Capital Advisors
Alabama
$5.71M -$192K -1,740 -3%
CC
449
Copperleaf Capital
North Carolina
$5.69M +$53.6K +487 +1%
MT
450
Midwest Trust
Kansas
$5.68M +$5.68M +51,631 New
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