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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 %
BWM
601
Baron Wealth Management
Michigan
$3.17M +$2.97K +27 +0.1%
ICP
602
Interchange Capital Partners
Pennsylvania
$3.15M -$212K -1,931 -6%
MWM
603
Mattern Wealth Management
Kansas
$3.15M -$11.9K -108 -0.4%
JFG
604
JMG Financial Group
Illinois
$3.08M +$115K +1,045 +4%
SPC
605
Spirepoint Private Client
Florida
$3.08M -$330K -3,000 -10%
RhumbLine Advisers
606
RhumbLine Advisers
Massachusetts
$3.07M – – –
VWM
607
Venturi Wealth Management
Texas
$3.05M -$41.1K -373 -1%
C
608
Croban
Ohio
$3.04M -$267K -2,425 -8%
OSAM
609
O'Shaughnessy Asset Management
Connecticut
$3.04M +$392K +3,564 +15%
PPC
610
Park Place Capital
Alabama
$3.03M -$1.87M -17,182 -38%
AB
611
Atlas Brown
Kentucky
$3.03M -$71.8K -652 -2%
WWC
612
Waypoint Wealth Counsel
Georgia
$3.02M +$11.3K +103 +0.4%
BFO
613
Boston Family Office
Massachusetts
$3.02M – – –
ANTB
614
AMG National Trust Bank
Colorado
$3.01M +$36.2K +329 +1%
PCH
615
PGIM Custom Harvest
New Jersey
$3M +$88.5K +804 +3%
CB
616
Cadence Bank
Mississippi
$2.99M -$133K -1,209 -4%
RPC
617
Rossmore Private Capital
Connecticut
$2.99M – – –
AWM
618
Alterna Wealth Management
Texas
$2.98M -$862K -7,826 -22%
NW
619
NewEdge Wealth
Pennsylvania
$2.97M +$98.4K +864 +3%
PWAM
620
Private Wealth Asset Management
Iowa
$2.95M +$39.6K +360 +1%
BCG
621
Breakwater Capital Group
New Jersey
$2.94M +$35.6K +323 +1%
RIS
622
Retirement Income Solutions
Michigan
$2.91M +$36.8K +334 +1%
RB
623
Renasant Bank
Mississippi
$2.9M -$1.32M -11,996 -31%
D.E. Shaw & Co
624
D.E. Shaw & Co
New York
$2.88M +$1.05M +9,542 +58%
5W
625
5T Wealth
California
$2.87M +$113K +1,030 +4%
23 24
25
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