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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 %
FW
576
FullCircle Wealth
Texas
$3.42M -$200K -1,752 -6%
RL
577
Rogco LP
Oklahoma
$3.42M – – –
BEI
578
Benjamin Edwards Inc
Missouri
$3.42M +$2.45M +22,242 +253%
CSP
579
Cary Street Partners
Virginia
$3.4M +$58.1K +528 +2%
MGIA
580
Matthew Goff Investment Advisor
Texas
$3.4M – – –
SAI
581
Savvy Advisors Inc
New York
$3.4M +$1.37M +12,399 +67%
TCBWMS
582
Texas Capital Bank Wealth Management Services
Texas
$3.39M +$1.98M +17,972 +140%
HNB
583
Hilltop National Bank
Wyoming
$3.37M +$3.37M +30,573 New
FWA
584
FORM Wealth Advisors
Wisconsin
$3.35M +$110K +1,003 +3%
CFS
585
Commonwealth Financial Services
West Virginia
$3.34M -$10M -91,091 -75%
PTC
586
Private Trust Company
Ohio
$3.33M -$139K -1,267 -4%
SIA
587
SeaBridge Investment Advisors
New Jersey
$3.33M +$3.33M +30,200 New
PFA
588
Pathway Financial Advisors
Vermont
$3.32M +$437K +3,970 +15%
1CP
589
17 Capital Partners
Arizona
$3.32M -$998K -9,069 -23%
AWP
590
Axis Wealth Partners
Rhode Island
$3.31M -$248K -2,251 -7%
CIS
591
Custom Index Systems
New York
$3.31M +$4.84K +44 +0.1%
SIS
592
Sound Income Strategies
Florida
$3.3M -$205K -1,858 -6%
WIM
593
WealthPlan Investment Management
Nebraska
$3.29M +$1.15M +10,474 +54%
KWM
594
Kingsview Wealth Management
Oregon
$3.28M +$241K +2,193 +8%
Bessemer Group
595
Bessemer Group
New Jersey
$3.27M +$776K +7,047 +31%
CRI
596
Commonwealth Retirement Investments
Virginia
$3.25M -$302K -2,741 -8%
LIA
597
LifePlan Investment Advisors
North Carolina
$3.22M -$89.5K -813 -3%
KBFS
598
Kohmann Bosshard Financial Services
Ohio
$3.21M – – –
EFS
599
Essex Financial Services
Connecticut
$3.21M +$161K +1,464 +5%
BWM
600
Baron Wealth Management
Michigan
$3.17M +$2.97K +27 +0.1%
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