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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 %
BIM
476
Bridges Investment Management
Nebraska
$5.16M +$13.4K +122 +0.3%
SFS
477
Sowell Financial Services
Arkansas
$5.11M +$17.9K +163 +0.4%
TF
478
Theory Financial
Colorado
$5.08M -$367K -3,219 -7%
RWRC
479
R.W. Roge & Company
New York
$5.08M -$500K -4,543 -9%
GM
480
GeoWealth Management
Illinois
$5.06M -$542K -4,927 -10%
MLA
481
My Legacy Advisors
Oregon
$5.02M -$641K -5,772 -11%
RWS
482
Resolute Wealth Strategies
Mississippi
$4.99M -$8.48K -77 -0.2%
BBHC
483
Brown Brothers Harriman & Co
New York
$4.98M -$79.9K -726 -2%
AMG
484
Asset Management Group
Connecticut
$4.97M -$48.8K -443 -1%
CAM
485
Carret Asset Management
New York
$4.97M +$110 +1 +0%
TNB
486
Thomasville National Bank
Georgia
$4.96M -$622K -5,647 -11%
WPC
487
Waters Parkerson & Co
Louisiana
$4.93M +$743K +6,750 +18%
GLLW
488
Graves Light Lenhart Wealth
Virginia
$4.92M -$180K -1,639 -4%
IWM
489
IHT Wealth Management
Illinois
$4.91M +$486K +4,417 +11%
WAG
490
Winthrop Advisory Group
Massachusetts
$4.9M +$691K +6,275 +16%
SWM
491
Stark Wealth Management
Pennsylvania
$4.84M +$4.84M +46,680 New
BCWM
492
Bartlett & Co Wealth Management
Ohio
$4.81M +$535K +4,860 +13%
RFA
493
RTD Financial Advisors
Pennsylvania
$4.71M +$557K +5,056 +13%
TF
494
TME Financial
California
$4.7M +$2.13M +19,307 +82%
VWM
495
Valley Wealth Managers
New Jersey
$4.7M -$78.6K -714 -2%
WP
496
Wealthspan Partners
Iowa
$4.69M -$114K -1,034 -2%
MFC
497
Morris Financial Concepts
South Carolina
$4.67M – – –
MWM
498
Mission Wealth Management
California
$4.5M +$110 +1 +0%
DWT
499
Dorsey & Whitney Trust
South Dakota
$4.5M – – –
GT
500
Glenview Trust
Kentucky
$4.46M +$1.11M +10,046 +33%
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