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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 %
Susquehanna International Group
651
Susquehanna International Group
Pennsylvania
$2.65M -$7.36M -66,843 -73%
SFG
652
Sovereign Financial Group
Connecticut
$2.64M -$14.9K -135 -0.6%
D
653
Dentgroup
Louisiana
$2.63M -$218K -1,981 -8%
MWA
654
Meridian Wealth Advisors
Texas
$2.63M +$2.86K +26 +0.1%
EWM
655
Empirical Wealth Management
Washington
$2.62M +$1.2M +10,883 +84%
O3W
656
Omni 360 Wealth
New Jersey
$2.61M +$104K +941 +4%
JIC
657
Joel Isaacson & Co
New York
$2.56M -$5.29K -48 -0.2%
CWA
658
Clearview Wealth Advisors
Oregon
$2.54M -$223K -2,022 -8%
SAW
659
Signal Advisors Wealth
Michigan
$2.51M -$58.1K -528 -2%
IAIM
660
International Assets Investment Management
Florida
$2.5M +$218K +1,976 +10%
LF
661
Lighthouse Financial
Florida
$2.49M -$51.5K -468 -2%
CWM
662
CCG Wealth Management
California
$2.49M -$7.6K -69 -0.3%
AA
663
Alesco Advisors
New York
$2.49M – – –
BP
664
Ballentine Partners
Massachusetts
$2.48M -$86.6K -787 -3%
CPA
665
Capital Performance Advisors
California
$2.48M -$121K -1,095 -5%
AF
666
Alerus Financial
North Dakota
$2.48M +$5.29K +48 +0.2%
SWA
667
Strategies Wealth Advisors
Michigan
$2.47M -$214K -1,944 -8%
SFC
668
Sprinkle Financial Consultants
Colorado
$2.45M +$198K +1,798 +9%
HSA
669
HBK Sorce Advisory
Pennsylvania
$2.45M -$199K -1,806 -8%
LFP
670
Lakeshore Financial Planning
Michigan
$2.45M +$1.04M +9,439 +74%
BCMLT
671
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43M -$1.07M -9,724 -31%
TLFA
672
True Link Financial Advisors
California
$2.43M -$235K -2,133 -9%
B
673
Bailard
California
$2.41M -$121K -1,098 -5%
OA
674
Operose Advisors
Wisconsin
$2.4M -$7.27K -66 -0.3%
FFM
675
Forum Financial Management
Illinois
$2.4M -$1.32K -12 -0.1%
25 26
27
28 29