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