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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 %
CFP
751
Comprehensive Financial Planning
Pennsylvania
$1.87M +$9.91K +90 +0.5%
IMC
752
Investment Management Corporation
Virginia
$1.87M -$40K -363 -2%
VVP
753
Venture Visionary Partners
Ohio
$1.87M +$68K +618 +4%
FLPIM
754
F.L. Putnam Investment Management
Massachusetts
$1.86M -$72.3K -657 -4%
WEG
755
World Equity Group
Illinois
$1.86M -$2.3M -20,883 -55%
PPW
756
PACK Private Wealth
Minnesota
$1.86M -$18.7K -170 -1%
BA
757
Bellwether Advisors
Nebraska
$1.86M +$65.4K +594 +4%
ESB
758
Essex Savings Bank
Connecticut
$1.86M -$28.5K -259 -2%
TW
759
Towerpoint Wealth
California
$1.84M +$414K +3,756 +29%
AWM
760
Aprio Wealth Management
Georgia
$1.84M -$69.3K -629 -4%
WTC
761
WhitTier Trust Company
Nevada
$1.83M +$160K +1,451 +10%
Vanguard Group
762
Vanguard Group
Pennsylvania
$1.82M -$46K -418 -2%
MSWM
763
McGlone Suttner Wealth Management
Wisconsin
$1.82M +$220 +2 +0%
SPWG
764
Syntegra Private Wealth Group
Missouri
$1.82M -$52.2K -474 -3%
RG
765
Rathbones Group
United Kingdom
$1.82M +$1.82M +16,500 New
RW
766
REDW Wealth
New Mexico
$1.81M – – –
NLP
767
Next Level Private
New York
$1.8M -$41K -372 -2%
SWM
768
Sendero Wealth Management
Texas
$1.79M – – –
FA
769
Fiduciary Alliance
South Carolina
$1.79M -$18.9K -172 -1%
HKIMG
770
Hutchens & Kramer Investment Management Group
Indiana
$1.79M -$355K -3,258 -17%
BFS
771
Bradley Foster & Sargent
Connecticut
$1.78M -$25.4K -231 -1%
DWMS
772
Dominguez Wealth Management Solutions
Virginia
$1.77M +$35.1K +319 +2%
SW
773
SlateStone Wealth
Florida
$1.77M +$5.5K +50 +0.3%
ACM
774
Advisors Capital Management
New Jersey
$1.76M -$26.5K -241 -1%
MWM
775
Maripau Wealth Management
Indiana
$1.74M -$213K -1,933 -11%
29 30
31
32 33