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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,844 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
1,844
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
24.72%
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 %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$302M -$190M -1,737,377 -39%
HWM
27
HB Wealth Management
Georgia
$251M -$22M -199,729 -8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$247M -$14.7M -133,105 -6%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$225M -$8.37M -75,981 -4%
SW
30
SoFi Wealth
California
$213M +$8.57M +77,843 +4%
HighTower Advisors
31
HighTower Advisors
Illinois
$207M +$10.6M +96,656 +5%
FIA
32
Foundations Investment Advisors
Arizona
$201M +$23.5M +213,178 +13%
Osaic Holdings
33
Osaic Holdings
Arizona
$195M -$9.2M -89,125 -4%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M +$144M +1,311,063 +329%
NA
35
NewEdge Advisors
Louisiana
$183M -$38.2M -346,942 -17%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$182M -$391K -3,554 -0.2%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$179M -$10.8M -98,372 -6%
HNB
38
Huntington National Bank
Ohio
$176M -$158M – –
US Bancorp
39
US Bancorp
Minnesota
$149M -$27.7M -251,861 -16%
Two Sigma Investments
40
Two Sigma Investments
New York
$140M +$64M +581,600 +85%
MGIA
41
Moneta Group Investment Advisors
Missouri
$139M +$1.54M +14,016 +1%
JC
42
JB Capital
Connecticut
$132M -$10.6M -96,167 -7%
Truist Financial
43
Truist Financial
North Carolina
$131M -$4.36M -39,562 -3%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$129M +$9.76M +88,609 +8%
MWA
45
Midland Wealth Advisors
Illinois
$125M +$784K +7,125 +0.6%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$124M -$5.47M -49,683 -4%
MCM
47
MAI Capital Management
Ohio
$123M +$6.81M +61,879 +6%
UCFA
48
United Capital Financial Advisors
Texas
$121M -$14.3M -129,819 -11%
MWM
49
Modern Wealth Management
Kansas
$119M -$2.36M -21,396 -2%
CWM
50
Calamos Wealth Management
Illinois
$119M +$797K +7,239 +0.7%
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