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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 %
BFS
551
BridgePort Financial Solutions
Iowa
$3.62M -$276K -2,511 -7%
RFP
552
RCS Financial Planning
Maryland
$3.62M -$28.4K -258 -0.8%
GG
553
GenWealth Group
New Jersey
$3.62M -$10.2K -93 -0.3%
Citadel Advisors
554
Citadel Advisors
Florida
$3.61M +$3.61M +32,756 New
AWA
555
Arete Wealth Advisors
Illinois
$3.6M +$22.1K +201 +0.6%
BIG
556
Bush Investment Group
Georgia
$3.6M -$940K -8,535 -21%
MPCG
557
Matrix Private Capital Group
New York
$3.59M -$116K -1,050 -3%
MFS
558
Madrona Financial Services
Washington
$3.58M -$155K -1,409 -4%
RBFC
559
Roman Butler Fullerton & Co
Missouri
$3.58M +$2.75M +24,143 +330%
SCA
560
Southern Capital Advisors
Tennessee
$3.57M +$65.1K +591 +2%
BWA
561
BCU Wealth Advisors
Illinois
$3.57M +$327K +2,974 +10%
SWM
562
StoneCrest Wealth Management
Arizona
$3.57M +$36.6K +332 +1%
PA
563
Pinnacle Associates
New York
$3.57M -$96.2K -874 -3%
BA
564
Bristlecone Advisors
Washington
$3.57M -$85.9K -780 -2%
HWA
565
Hilltop Wealth Advisors
North Carolina
$3.56M -$129K -1,175 -4%
C1AG
566
Client 1st Advisory Group
Florida
$3.53M +$193K +1,753 +6%
First Trust Advisors
567
First Trust Advisors
Illinois
$3.5M +$467K +4,238 +15%
RIM
568
Redwood Investment Management
Arizona
$3.48M -$225K -2,044 -6%
FCBT
569
First Citizens Bank & Trust
North Carolina
$3.46M +$307K +2,791 +10%
AA
570
Armis Advisers
Georgia
$3.46M +$953K +8,633 +38%
SF
571
Synovus Financial
Georgia
$3.45M +$63K +572 +2%
BIG
572
Brookwood Investment Group
Arizona
$3.44M -$148K -1,341 -4%
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$3.44M +$174K +1,576 +5%
RRA
574
Round Rock Advisors
Connecticut
$3.43M +$14.6K +133 +0.4%
HCC
575
Hirtle Callaghan & Co
Pennsylvania
$3.43M -$1.76K -16 -0.1%
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