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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 %
PA
526
Procyon Advisors
Connecticut
$4M +$1.79M +16,277 +81%
RWS
527
Retirement Wealth Solutions
Wisconsin
$3.94M -$75.1K -682 -2%
HIA
528
Harbor Investment Advisory
Maryland
$3.92M -$2.64K -24 -0.1%
KAS
529
KPP Advisory Services
Kentucky
$3.91M +$254K +2,307 +7%
NA
530
Nottingham Advisors
New York
$3.89M -$402K -3,653 -9%
WFS
531
WealthGarden F.S.
California
$3.87M -$407K -3,572 -10%
SWA
532
Stratos Wealth Advisors
Ohio
$3.86M -$285K -2,590 -7%
CCM
533
Colorado Capital Management
Colorado
$3.86M -$171K -1,549 -4%
GCM
534
Gables Capital Management
Florida
$3.85M – – –
DPI
535
Diversified Portfolios Inc
Michigan
$3.84M +$22.4K +203 +0.6%
MFG
536
Magnus Financial Group
New York
$3.83M -$91.1K -827 -2%
SFM
537
Signet Financial Management
New Jersey
$3.79M -$16.7K -152 -0.4%
HTC
538
Haverford Trust Company
Pennsylvania
$3.78M -$103K -933 -3%
DAS
539
Diversify Advisory Services
Utah
$3.78M -$1.07M -9,226 -22%
BIP
540
Bouvel Investment Partners
Pennsylvania
$3.78M -$422K -3,830 -10%
TSWM
541
Tyler-Stone Wealth Management
Ohio
$3.78M +$1.1K +10 +0%
VFA
542
Valeo Financial Advisors
Indiana
$3.77M +$209K +1,896 +6%
Prudential Financial
543
Prudential Financial
New Jersey
$3.76M -$120K -1,090 -3%
RWMG
544
Redwood Wealth Management Group
New Jersey
$3.75M +$24K +218 +0.6%
PAA
545
Peregrine Asset Advisers
Oregon
$3.74M -$6.06K -55 -0.2%
Vontobel Holding
546
Vontobel Holding
Switzerland
$3.73M -$1.34M -12,170 -26%
SCI
547
S&CO Inc
Massachusetts
$3.71M -$208K -1,891 -5%
HWM
548
Howard Wealth Management
Connecticut
$3.69M -$5.4K -49 -0.1%
SLT
549
St Louis Trust
Missouri
$3.69M – – –
WA
550
WBH Advisory
Maryland
$3.63M -$88.5K -804 -2%
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