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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 %
IWA
801
Inspirion Wealth Advisors
Illinois
$1.59M -$49.5K -450 -3%
HCMT
802
Highland Capital Management (Tennessee)
Tennessee
$1.58M -$20K -182 -1%
VC
803
Veracity Capital
Georgia
$1.56M +$3.96K +36 +0.3%
CA
804
Cornerstone Advisory
Maryland
$1.56M -$19.6K -178 -1%
AWM
805
Able Wealth Management
New Jersey
$1.55M +$228K +2,073 +17%
BP
806
BBR Partners
New York
$1.55M – – –
AF
807
Advisornet Financial
Minnesota
$1.55M -$35.8K -325 -2%
CAM
808
Clarity Asset Management
Iowa
$1.54M -$3.19K -29 -0.2%
PIM
809
Progressive Investment Management
Oregon
$1.54M – – –
FA
810
Fountainhead AM
New Jersey
$1.54M +$127K +1,154 +9%
FIM
811
Freedom Investment Management
Connecticut
$1.54M +$273K +2,481 +22%
IWM
812
Iams Wealth Management
Nebraska
$1.53M -$1.07M -9,746 -41%
SVWAG
813
Sound View Wealth Advisors Group
Georgia
$1.53M +$110 +1 +0%
MCM
814
McDonough Capital Management
Florida
$1.52M – – –
RFA
815
Resurgent Financial Advisors
Georgia
$1.51M -$178K -1,620 -11%
SFP
816
Sandbox Financial Partners
Maryland
$1.51M +$1.76K +16 +0.1%
CD
817
Chapin Davis
Maryland
$1.5M -$14.9K -135 -1%
HBW
818
Hazlett, Burt & Watson
West Virginia
$1.5M -$32.6K -296 -2%
AFG
819
Atomi Financial Group
New York
$1.5M -$771 -7 -0.1%
SF
820
Summit Financial
New Jersey
$1.49M -$226K -2,049 -13%
ABTD
821
Arvest Bank Trust Division
Oklahoma
$1.49M -$12.8M -116,147 -90%
WCM
822
Winthrop Capital Management
Indiana
$1.49M +$220 +2 +0%
Deutsche Bank
823
Deutsche Bank
Germany
$1.48M -$5.84K -53 -0.4%
RIS
824
Richmond Investment Services
Wisconsin
$1.48M +$1.22M +11,108 +476%
TWM
825
Tripletail Wealth Management
Florida
$1.48M +$1.48M +12,825 New
31 32
33
34 35