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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 %
TCWA
626
Turtle Creek Wealth Advisors
Texas
$2.87M -$120K -1,093 -4%
SDWMA
627
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.87M +$727K +6,606 +34%
CFD
628
Creative Financial Designs
Indiana
$2.87M -$336K -3,049 -10%
FWTB
629
First Western Trust Bank
Colorado
$2.86M – – –
EWA
630
Evolution Wealth Advisors
Florida
$2.84M +$1.13M +10,250 +66%
IB
631
Intrust Bank
Kansas
$2.84M – – –
EWA
632
EverSource Wealth Advisors
Alabama
$2.83M -$126K -1,142 -4%
PP
633
Prosperity Planning
Missouri
$2.82M -$36.9K -335 -1%
HCM
634
Hudson Capital Management
New Jersey
$2.82M -$1.43M -13,018 -34%
SOS
635
Silver Oak Securities
Tennessee
$2.82M -$2.85M -25,902 -50%
RW
636
Regimen Wealth
Georgia
$2.81M -$269K -2,446 -9%
CCA
637
Coign Capital Advisors
Utah
$2.8M +$163K +1,485 +6%
BOJHT
638
Bank of Jackson Hole Trust
Wyoming
$2.79M -$81.3K -738 -3%
FWM
639
Fonville Wealth Management
Virginia
$2.78M -$20.8K -189 -0.7%
NB
640
Northwest Bancshares
Pennsylvania
$2.78M -$12.1K -110 -0.4%
CAC
641
Certified Advisory Corp
Florida
$2.78M -$115K -1,045 -4%
YWM
642
Yukon Wealth Management
Kansas
$2.76M +$380K +3,449 +16%
MWS
643
MFA Wealth Services
California
$2.73M +$24K +218 +0.9%
CA
644
Calton & Associates
Florida
$2.72M +$1.27M +11,494 +87%
TA
645
Tactive Advisors
Florida
$2.71M +$2.71M +24,583 New
PCA
646
Prosperity Capital Advisors
Ohio
$2.7M -$158K -1,432 -6%
PWM
647
Power Wealth Management
Georgia
$2.67M -$114K -1,038 -4%
IFWM
648
Institute for Wealth Management
Colorado
$2.67M -$270K -2,454 -9%
National Bank of Canada
649
National Bank of Canada
Quebec, Canada
$2.67M +$60.1K +546 +2%
CIA
650
Choate Investment Advisors
Massachusetts
$2.66M -$76.1K -691 -3%
24 25
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