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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 %
USAA
476
United Services Automobile Association
Texas
$5.19M -$5.19M -47,166 -50%
BIM
477
Bridges Investment Management
Nebraska
$5.16M +$13.4K +122 +0.3%
SFS
478
Sowell Financial Services
Arkansas
$5.11M +$17.9K +163 +0.4%
TF
479
Theory Financial
Colorado
$5.08M -$367K -3,219 -7%
RWRC
480
R.W. Roge & Company
New York
$5.08M -$500K -4,543 -9%
GM
481
GeoWealth Management
Illinois
$5.06M -$542K -4,927 -10%
MLA
482
My Legacy Advisors
Oregon
$5.02M -$641K -5,772 -11%
RWS
483
Resolute Wealth Strategies
Mississippi
$4.99M -$8.48K -77 -0.2%
BBHC
484
Brown Brothers Harriman & Co
New York
$4.98M -$79.9K -726 -2%
AMG
485
Asset Management Group
Connecticut
$4.97M -$48.8K -443 -1%
CAM
486
Carret Asset Management
New York
$4.97M +$110 +1 +0%
TNB
487
Thomasville National Bank
Georgia
$4.96M -$622K -5,647 -11%
WPC
488
Waters Parkerson & Co
Louisiana
$4.93M +$743K +6,750 +18%
GLLW
489
Graves Light Lenhart Wealth
Virginia
$4.92M -$180K -1,639 -4%
IWM
490
IHT Wealth Management
Illinois
$4.91M +$486K +4,417 +11%
WAG
491
Winthrop Advisory Group
Massachusetts
$4.9M +$691K +6,275 +16%
SWM
492
Stark Wealth Management
Pennsylvania
$4.84M +$4.84M +46,680 New
BCWM
493
Bartlett & Co Wealth Management
Ohio
$4.81M +$535K +4,860 +13%
RFA
494
RTD Financial Advisors
Pennsylvania
$4.71M +$557K +5,056 +13%
TF
495
TME Financial
California
$4.7M +$2.13M +19,307 +82%
VWM
496
Valley Wealth Managers
New Jersey
$4.7M -$78.6K -714 -2%
WP
497
Wealthspan Partners
Iowa
$4.69M -$114K -1,034 -2%
MFC
498
Morris Financial Concepts
South Carolina
$4.67M – – –
MWM
499
Mission Wealth Management
California
$4.5M +$110 +1 +0%
DWT
500
Dorsey & Whitney Trust
South Dakota
$4.5M – – –
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