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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 %
CWAG
426
Compton Wealth Advisory Group
Virginia
$6.23M -$976K -8,862 -14%
CWM
427
Centurion Wealth Management
Virginia
$6.21M -$836K -7,589 -12%
GWAM
428
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.19M -$1.16M -10,573 -16%
NCM
429
Narwhal Capital Management
Georgia
$6.17M -$31.8K -289 -0.5%
TFA
430
Tobias Financial Advisors
Florida
$6.13M -$165K -1,501 -3%
KV
431
Kickstand Ventures
New York
$6.11M +$356K +3,237 +6%
PFS
432
Prospera Financial Services
Texas
$6.08M +$917K +8,328 +18%
EWM
433
Evercore Wealth Management
New York
$6.06M – – –
RFA
434
Rollins Financial Advisors
New York
$6.05M -$352K -3,195 -5%
VCP
435
Verus Capital Partners
Arizona
$6.03M +$393K +3,570 +7%
DBIA
436
Dumont & Blake Investment Advisors
New Jersey
$6.01M -$43.6K -396 -0.7%
MCA
437
MSH Capital Advisors
Arizona
$6.01M -$272K -2,472 -4%
CWM
438
Congress Wealth Management
Massachusetts
$6.01M +$1.07M +9,719 +22%
NFC
439
Northeast Financial Consultants
Connecticut
$5.98M +$13.2K +120 +0.2%
LF
440
Lantz Financial
Illinois
$5.96M -$272K -2,473 -4%
TCG
441
Transcendent Capital Group
Oklahoma
$5.93M +$112K +1,018 +2%
IP
442
Investment Partners
Ohio
$5.92M -$27.1K -246 -0.5%
FRA
443
FFG Retirement Advisors
Colorado
$5.91M -$80.8K -734 -1%
BJL
444
Brighton Jones LLC
Washington
$5.89M +$635K +5,765 +12%
RSF
445
Rik Saylor Financial
Ohio
$5.83M +$1.1K +10 +0%
UBG
446
United Bank (Georgia)
Georgia
$5.74M +$251K +2,280 +5%
VT
447
Vise Technologies
New York
$5.72M +$5.72M +51,920 New
GWP
448
Gateway Wealth Partners
Wisconsin
$5.72M +$187K +1,703 +3%
ACA
449
Aptus Capital Advisors
Alabama
$5.71M -$192K -1,740 -3%
CC
450
Copperleaf Capital
North Carolina
$5.69M +$53.6K +487 +1%
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