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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 %
CIC
576
Carnegie Investment Counsel
Ohio
$3.43M +$29.6K +269 +0.9%
FW
577
FullCircle Wealth
Texas
$3.42M -$200K -1,752 -6%
RL
578
Rogco LP
Oklahoma
$3.42M – – –
BEI
579
Benjamin Edwards Inc
Missouri
$3.42M +$2.45M +22,242 +253%
CSP
580
Cary Street Partners
Virginia
$3.4M +$58.1K +528 +2%
MGIA
581
Matthew Goff Investment Advisor
Texas
$3.4M – – –
SAI
582
Savvy Advisors Inc
New York
$3.4M +$1.37M +12,399 +67%
TCBWMS
583
Texas Capital Bank Wealth Management Services
Texas
$3.39M +$1.98M +17,972 +140%
HNB
584
Hilltop National Bank
Wyoming
$3.37M +$3.37M +30,573 New
FWA
585
FORM Wealth Advisors
Wisconsin
$3.35M +$110K +1,003 +3%
CFS
586
Commonwealth Financial Services
West Virginia
$3.34M -$10M -91,091 -75%
PTC
587
Private Trust Company
Ohio
$3.33M -$139K -1,267 -4%
SIA
588
SeaBridge Investment Advisors
New Jersey
$3.33M +$3.33M +30,200 New
PFA
589
Pathway Financial Advisors
Vermont
$3.32M +$437K +3,970 +15%
1CP
590
17 Capital Partners
Arizona
$3.32M -$998K -9,069 -23%
AWP
591
Axis Wealth Partners
Rhode Island
$3.31M -$248K -2,251 -7%
CIS
592
Custom Index Systems
New York
$3.31M +$4.84K +44 +0.1%
SIS
593
Sound Income Strategies
Florida
$3.3M -$205K -1,858 -6%
WIM
594
WealthPlan Investment Management
Nebraska
$3.29M +$1.15M +10,474 +54%
KWM
595
Kingsview Wealth Management
Oregon
$3.28M +$241K +2,193 +8%
Bessemer Group
596
Bessemer Group
New Jersey
$3.27M +$776K +7,047 +31%
CRI
597
Commonwealth Retirement Investments
Virginia
$3.25M -$302K -2,741 -8%
LIA
598
LifePlan Investment Advisors
North Carolina
$3.22M -$89.5K -813 -3%
KBFS
599
Kohmann Bosshard Financial Services
Ohio
$3.21M – – –
EFS
600
Essex Financial Services
Connecticut
$3.21M +$161K +1,464 +5%
22 23
24
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