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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 %
CIA
651
Choate Investment Advisors
Massachusetts
$2.66M -$76.1K -691 -3%
Susquehanna International Group
652
Susquehanna International Group
Pennsylvania
$2.65M -$7.36M -66,843 -73%
SFG
653
Sovereign Financial Group
Connecticut
$2.64M -$14.9K -135 -0.6%
D
654
Dentgroup
Louisiana
$2.63M -$218K -1,981 -8%
MWA
655
Meridian Wealth Advisors
Texas
$2.63M +$2.86K +26 +0.1%
EWM
656
Empirical Wealth Management
Washington
$2.62M +$1.2M +10,883 +84%
O3W
657
Omni 360 Wealth
New Jersey
$2.61M +$104K +941 +4%
JIC
658
Joel Isaacson & Co
New York
$2.56M -$5.29K -48 -0.2%
CWA
659
Clearview Wealth Advisors
Oregon
$2.54M -$223K -2,022 -8%
SAW
660
Signal Advisors Wealth
Michigan
$2.51M -$58.1K -528 -2%
IAIM
661
International Assets Investment Management
Florida
$2.5M +$218K +1,976 +10%
LF
662
Lighthouse Financial
Florida
$2.49M -$51.5K -468 -2%
CWM
663
CCG Wealth Management
California
$2.49M -$7.6K -69 -0.3%
AA
664
Alesco Advisors
New York
$2.49M – – –
BP
665
Ballentine Partners
Massachusetts
$2.48M -$86.6K -787 -3%
CPA
666
Capital Performance Advisors
California
$2.48M -$121K -1,095 -5%
AF
667
Alerus Financial
North Dakota
$2.48M +$5.29K +48 +0.2%
SWA
668
Strategies Wealth Advisors
Michigan
$2.47M -$214K -1,944 -8%
SFC
669
Sprinkle Financial Consultants
Colorado
$2.45M +$198K +1,798 +9%
HSA
670
HBK Sorce Advisory
Pennsylvania
$2.45M -$199K -1,806 -8%
LFP
671
Lakeshore Financial Planning
Michigan
$2.45M +$1.04M +9,439 +74%
BCMLT
672
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43M -$1.07M -9,724 -31%
TLFA
673
True Link Financial Advisors
California
$2.43M -$235K -2,133 -9%
B
674
Bailard
California
$2.41M -$121K -1,098 -5%
OA
675
Operose Advisors
Wisconsin
$2.4M -$7.27K -66 -0.3%
25 26
27
28 29