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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 %
TFGT
701
TS Financial Group (TSFG)
Illinois
$2.2M +$112K +1,020 +5%
NWA
702
Navis Wealth Advisors
New York
$2.18M +$301K +2,737 +16%
MWM
703
Marietta Wealth Management
Georgia
$2.17M – – –
KFAA
704
Klaas Financial Asset Advisors
Illinois
$2.17M -$42.5K -386 -2%
APC
705
Aspire Private Capital
North Carolina
$2.17M -$111K -1,009 -5%
OAS
706
Optivise Advisory Services
Tennessee
$2.17M +$769K +6,982 +55%
BFA
707
Beacon Financial Advisory
Ohio
$2.16M -$43.2K -392 -2%
FCH
708
Freestone Capital Holdings
Washington
$2.15M -$53.5K -486 -2%
CFO
709
Custos Family Office
Texas
$2.14M -$77.2K -701 -3%
WT
710
Whittier Trust
California
$2.14M -$62.4K -567 -3%
AIS
711
American Investment Services
Massachusetts
$2.1M -$390K -3,545 -16%
HFS
712
Heritage Financial Services
Massachusetts
$2.1M +$60.2K +547 +3%
LL
713
LPWM LLC
Minnesota
$2.1M -$49.9K -453 -2%
CRC
714
Curi RMB Capital
Illinois
$2.1M +$1.51M +13,732 +258%
TI
715
Truepoint Inc
Ohio
$2.08M -$1.66M -15,109 -44%
HP
716
Holistic Planning
Texas
$2.08M +$39.5K +359 +2%
HIS
717
Harvest Investment Services
Illinois
$2.07M -$235K -2,137 -10%
AWA
718
Alta Wealth Advisors
Massachusetts
$2.06M -$135K -1,223 -6%
WH
719
Whitcomb & Hess
Ohio
$2.06M +$96.2K +874 +5%
EPP
720
ETF Portfolio Partners
Kansas
$2.05M -$29.9K -272 -1%
BCM
721
Becker Capital Management
Oregon
$2.05M – – –
LGW
722
Leslie Global Wealth
Illinois
$2.04M +$1.04M +9,462 +104%
CWS
723
Confluence Wealth Services
Pennsylvania
$2.04M -$551 -5 -0%
CPIA
724
Cornell Pochily Investment Advisors
New York
$2.04M +$330 +3 +0%
BHBT
725
Burke & Herbert Bank & Trust
Virginia
$2.03M -$27.5K -250 -1%
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