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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 %
MT
451
Midwest Trust
Kansas
$5.68M +$5.68M +51,631 New
BMCM
452
Bryn Mawr Capital Management
Pennsylvania
$5.68M +$33.1K +301 +0.6%
CA
453
CWC Advisors
Oregon
$5.67M +$763K +6,929 +16%
SIA
454
SGL Investment Advisors
Montana
$5.65M +$171K +1,552 +3%
QWP
455
Quotient Wealth Partners
Texas
$5.61M -$51.3K -466 -0.9%
FFA
456
First Foundation Advisors
California
$5.6M +$1.91M +17,393 +52%
MHC
457
May Hill Capital
Massachusetts
$5.59M +$3.29M +29,872 +143%
LBC
458
Lowe Brockenbrough & Co
Virginia
$5.58M -$776K -7,051 -12%
CB
459
Commerce Bank
Missouri
$5.55M -$211K -1,919 -4%
NAM
460
NTV Asset Management
West Virginia
$5.53M -$43.5K -395 -0.8%
BCM
461
BTC Capital Management
Iowa
$5.52M – – –
SCA
462
St. Clair Advisors
Ohio
$5.51M -$86.6K -787 -2%
PWA
463
Peterson Wealth Advisors
Utah
$5.46M -$927K -8,421 -15%
GCM
464
Gallacher Capital Management
Colorado
$5.42M -$431K -3,914 -7%
SCM
465
Stordahl Capital Management
Colorado
$5.42M +$110 +1 +0%
TWP
466
Total Wealth Planning
Ohio
$5.37M -$68.6K -623 -1%
TFF
467
The Family Firm
Maryland
$5.35M +$5.4K +49 +0.1%
JHCP
468
Jackson Hole Capital Partners
Oklahoma
$5.34M -$281K -2,556 -5%
FA
469
Flagstar Advisors
New York
$5.34M -$5.07K -46 -0.1%
AC
470
AlphaCore Capital
California
$5.33M +$3.97M +36,023 +290%
NCM
471
Next Capital Management
New York
$5.26M +$118K +1,072 +2%
XF
472
XML Financial
Maryland
$5.24M -$80.9K -735 -2%
Calamos Advisors
473
Calamos Advisors
Illinois
$5.23M +$378K +3,430 +8%
HPM
474
Hoxton Planning & Management
West Virginia
$5.22M -$571K -5,183 -10%
MYIA
475
Mount Yale Investment Advisors
Colorado
$5.22M -$495K -4,499 -9%
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