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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 %
GT
501
Glenview Trust
Kentucky
$4.46M +$1.11M +10,046 +33%
KFA
502
Kapstone Financial Advisors
Ohio
$4.46M +$292K +2,653 +7%
FPAS
503
Focus Partners Advisor Solutions
Missouri
$4.45M +$1.43M +12,958 +47%
SI
504
Stephens Inc
Arkansas
$4.32M -$177K -1,607 -4%
OFG
505
Oxford Financial Group
Indiana
$4.31M -$133K -1,212 -3%
MG
506
Mather Group
Illinois
$4.3M -$569K -5,172 -12%
FWA
507
Flagship Wealth Advisors
Massachusetts
$4.29M -$1.15M -10,441 -21%
FA
508
Faithward Advisors
Pennsylvania
$4.28M +$146K +1,329 +4%
ST
509
Smithfield Trust
Pennsylvania
$4.27M -$109K -992 -2%
NFG
510
Nations Financial Group
Iowa
$4.27M +$254K +2,306 +6%
PAG
511
Private Advisory Group
Washington
$4.25M +$37.7K +342 +0.9%
AWE
512
Avidian Wealth Enterprises
Texas
$4.24M -$649K -5,897 -13%
DWP
513
Daymark Wealth Partners
Ohio
$4.24M +$77.5K +704 +2%
TCA
514
Transcend Capital Advisors
New Jersey
$4.16M -$47.7K -433 -1%
HT
515
Heritage Trust
Oklahoma
$4.16M +$43.9K +399 +1%
MAV
516
Mason & Associates (Virginia)
Virginia
$4.15M -$11.1K -101 -0.3%
Renaissance Technologies
517
Renaissance Technologies
New York
$4.15M +$4.15M +37,700 New
SC
518
Sierra Capital
Florida
$4.13M – – –
EB
519
Eastern Bank
Massachusetts
$4.11M -$288K -2,620 -7%
JSL
520
JT Stratford LLC
Georgia
$4.1M -$164K -1,493 -4%
GPW
521
Gray Private Wealth
Massachusetts
$4.04M -$991 -9 -0%
FWA
522
FSC Wealth Advisors
New York
$4.04M +$4.04M +36,678 New
SF
523
SWP Financial
California
$4.04M – – –
AAS
524
Asset Allocation Strategies
Michigan
$4.01M -$2.15M -19,510 -35%
HCA
525
Heck Capital Advisors
Wisconsin
$4M -$4.57M -41,510 -53%
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