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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 %
KFA
501
Kapstone Financial Advisors
Ohio
$4.46M +$292K +2,653 +7%
FPAS
502
Focus Partners Advisor Solutions
Missouri
$4.45M +$1.43M +12,958 +47%
SI
503
Stephens Inc
Arkansas
$4.32M -$177K -1,607 -4%
OFG
504
Oxford Financial Group
Indiana
$4.31M -$133K -1,212 -3%
MG
505
Mather Group
Illinois
$4.3M -$569K -5,172 -12%
FWA
506
Flagship Wealth Advisors
Massachusetts
$4.29M -$1.15M -10,441 -21%
FA
507
Faithward Advisors
Pennsylvania
$4.28M +$146K +1,329 +4%
ST
508
Smithfield Trust
Pennsylvania
$4.27M -$109K -992 -2%
NFG
509
Nations Financial Group
Iowa
$4.27M +$254K +2,306 +6%
PAG
510
Private Advisory Group
Washington
$4.25M +$37.7K +342 +0.9%
AWE
511
Avidian Wealth Enterprises
Texas
$4.24M -$649K -5,897 -13%
DWP
512
Daymark Wealth Partners
Ohio
$4.24M +$77.5K +704 +2%
TCA
513
Transcend Capital Advisors
New Jersey
$4.16M -$47.7K -433 -1%
HT
514
Heritage Trust
Oklahoma
$4.16M +$43.9K +399 +1%
MAV
515
Mason & Associates (Virginia)
Virginia
$4.15M -$11.1K -101 -0.3%
Renaissance Technologies
516
Renaissance Technologies
New York
$4.15M +$4.15M +37,700 New
SC
517
Sierra Capital
Florida
$4.13M – – –
EB
518
Eastern Bank
Massachusetts
$4.11M -$288K -2,620 -7%
JSL
519
JT Stratford LLC
Georgia
$4.1M -$164K -1,493 -4%
GPW
520
Gray Private Wealth
Massachusetts
$4.04M -$991 -9 -0%
FWA
521
FSC Wealth Advisors
New York
$4.04M +$4.04M +36,678 New
SF
522
SWP Financial
California
$4.04M – – –
AAS
523
Asset Allocation Strategies
Michigan
$4.01M -$2.15M -19,510 -35%
HCA
524
Heck Capital Advisors
Wisconsin
$4M -$4.57M -41,510 -53%
PA
525
Procyon Advisors
Connecticut
$4M +$1.79M +16,277 +81%
19 20
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