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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 %
PB
776
Pinnacle Bancorp
Nebraska
$1.74M -$38.5K -350 -2%
ISFAN
777
Investor's Fiduciary Advisor Network
Washington
$1.73M -$339K -3,079 -16%
FCFC
778
First Citizens Financial Corp
Iowa
$1.73M +$126K +1,141 +8%
TWP
779
Tempus Wealth Planning
California
$1.72M +$24.4K +222 +1%
GSWM
780
Golden State Wealth Management
California
$1.72M +$89.2K +810 +5%
ACI
781
Alpha Cubed Investments
California
$1.72M -$8.81K -80 -0.5%
WPC
782
White Pine Capital
Minnesota
$1.71M -$46.8K -425 -3%
ES
783
Eagle Strategies
New York
$1.71M +$17.7K +161 +1%
GWM
784
GSB Wealth Management
Connecticut
$1.7M -$21.2K -193 -1%
TPWA
785
TRUE Private Wealth Advisors
Oregon
$1.7M -$439K -3,984 -20%
WCM
786
WealthTrak Capital Management
Virginia
$1.7M -$31.9K -290 -2%
FA
787
Fiducient Advisors
Illinois
$1.7M +$15.4K +140 +0.9%
VPIM
788
Vanguard Personalized Indexing Management
California
$1.68M -$25.3K -230 -1%
TWCA
789
Two West Capital Advisors
Kansas
$1.68M +$501K +4,403 +42%
OP
790
ORG Partners
Indiana
$1.67M +$1.04M +9,535 +164%
SIAM
791
Sterling Investment Advisors (Missouri)
Missouri
$1.66M -$1.13M -4,117 -40%
IA
792
Insight Advisors
Pennsylvania
$1.66M +$550 +5 +0%
1SB
793
1ST Source Bank
Indiana
$1.64M +$277K +2,512 +20%
HCMG
794
Howard Capital Management Group
California
$1.63M – – –
SNB
795
Security National Bank
Nebraska
$1.62M +$429K +3,898 +36%
CTC
796
Central Trust Company
Missouri
$1.62M -$50.3K -457 -3%
WP
797
Westmount Partners
California
$1.62M +$330 +3 +0%
RWP
798
RWA Wealth Partners
Massachusetts
$1.62M +$220 +2 +0%
IIC
799
Integrated Investment Consultants
Michigan
$1.61M -$42.5K -386 -3%
CPIG
800
Chicago Partners Investment Group
Illinois
$1.61M -$159K -1,408 -9%
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