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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 %
FFM
676
Forum Financial Management
Illinois
$2.4M -$1.32K -12 -0.1%
MCC
677
Money Concepts Capital
Florida
$2.36M -$77K -699 -3%
EAM
678
Evanson Asset Management
California
$2.36M -$1.65K -15 -0.1%
SP
679
Stablepoint Partners
Massachusetts
$2.34M +$40.5K +368 +2%
KWA
680
Kingswood Wealth Advisors
California
$2.34M +$19.2K +174 +0.8%
B
681
Bensler
Washington
$2.34M +$440 +4 +0%
FPW
682
Fairvoy Private Wealth
Alabama
$2.33M – – –
WAP
683
Wealthcare Advisory Partners
Pennsylvania
$2.32M +$22.2K +202 +1%
SPI
684
Sutton Place Investors
New York
$2.31M -$404K -3,666 -15%
PCP
685
Proficio Capital Partners
Massachusetts
$2.29M +$2.29M +1,590,498 New
MSAM
686
Moloney Securities Asset Management
Missouri
$2.28M -$1.59M -14,458 -41%
MGWM
687
Marks Group Wealth Management
Minnesota
$2.28M +$551 +5 +0%
NAS
688
Nicolet Advisory Services
Wisconsin
$2.28M +$1.42M +12,684 +165%
RIG
689
RiverFront Investment Group
Virginia
$2.27M +$231K +2,100 +11%
CG
690
Corundum Group
Colorado
$2.26M – – –
KWM
691
Kaydan Wealth Management
Michigan
$2.24M +$3.74K +34 +0.2%
MWA
692
Merkkuri Wealth Advisors
New York
$2.24M -$61.9K -562 -3%
TL
693
Tradewinds LLC
North Carolina
$2.24M +$1.82M +16,541 +436%
CWM
694
Cornerstone Wealth Management
Missouri
$2.23M +$33.4K +303 +2%
MA
695
MBA Advisors
Pennsylvania
$2.23M -$89.1K -809 -4%
HFS
696
Hopwood Financial Services
Virginia
$2.23M – – –
HCM
697
Hicks Capital Management
Ohio
$2.23M -$5.51K -50 -0.2%
PFG
698
Pinnacle Financial Group
Illinois
$2.22M -$30.8K -280 -1%
HCP
699
Holt Capital Partners
Texas
$2.22M – – –
BWP
700
Bernardo Wealth Planning
Pennsylvania
$2.22M -$20.1K -183 -0.9%
26 27
28
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