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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 %
MCC
676
Money Concepts Capital
Florida
$2.36M -$77K -699 -3%
EAM
677
Evanson Asset Management
California
$2.36M -$1.65K -15 -0.1%
SP
678
Stablepoint Partners
Massachusetts
$2.34M +$40.5K +368 +2%
KWA
679
Kingswood Wealth Advisors
California
$2.34M +$19.2K +174 +0.8%
B
680
Bensler
Washington
$2.34M +$440 +4 +0%
FPW
681
Fairvoy Private Wealth
Alabama
$2.33M – – –
WAP
682
Wealthcare Advisory Partners
Pennsylvania
$2.32M +$22.2K +202 +1%
SPI
683
Sutton Place Investors
New York
$2.31M -$404K -3,666 -15%
PCP
684
Proficio Capital Partners
Massachusetts
$2.29M +$2.29M +1,590,498 New
MSAM
685
Moloney Securities Asset Management
Missouri
$2.28M -$1.59M -14,458 -41%
MGWM
686
Marks Group Wealth Management
Minnesota
$2.28M +$551 +5 +0%
NAS
687
Nicolet Advisory Services
Wisconsin
$2.28M +$1.42M +12,684 +165%
RIG
688
RiverFront Investment Group
Virginia
$2.27M +$231K +2,100 +11%
CG
689
Corundum Group
Colorado
$2.26M – – –
KWM
690
Kaydan Wealth Management
Michigan
$2.24M +$3.74K +34 +0.2%
MWA
691
Merkkuri Wealth Advisors
New York
$2.24M -$61.9K -562 -3%
TL
692
Tradewinds LLC
North Carolina
$2.24M +$1.82M +16,541 +436%
CWM
693
Cornerstone Wealth Management
Missouri
$2.23M +$33.4K +303 +2%
MA
694
MBA Advisors
Pennsylvania
$2.23M -$89.1K -809 -4%
HFS
695
Hopwood Financial Services
Virginia
$2.23M – – –
HCM
696
Hicks Capital Management
Ohio
$2.23M -$5.51K -50 -0.2%
PFG
697
Pinnacle Financial Group
Illinois
$2.22M -$30.8K -280 -1%
HCP
698
Holt Capital Partners
Texas
$2.22M – – –
BWP
699
Bernardo Wealth Planning
Pennsylvania
$2.22M -$20.1K -183 -0.9%
TFGT
700
TS Financial Group (TSFG)
Illinois
$2.2M +$112K +1,020 +5%
26 27
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