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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 %
AC
851
Apella Capital
Connecticut
$1.36M +$232K +2,105 +21%
CFO
852
CVA Family Office
Colorado
$1.36M – – –
GS
853
GWN Securities
Florida
$1.35M -$4.39M -39,797 -76%
RIL
854
Rothschild Investment LLC
Illinois
$1.35M +$295K +2,682 +28%
CFG
855
Cooper Financial Group
California
$1.35M -$1.27M -11,522 -49%
AIA
856
Arcadia Investment Advisors
Idaho
$1.35M -$63.6K -578 -5%
EA
857
Enclave Advisors
Texas
$1.34M – – –
BOSSRA
858
B.O.S.S. Retirement Advisors
Utah
$1.34M +$942K +8,553 +235%
CP
859
Canopy Partners
Ohio
$1.34M +$72.2K +656 +6%
DT
860
Diversified Trust
Tennessee
$1.33M +$232K +2,108 +21%
KA
861
Kovack Advisors
Florida
$1.33M -$22.7K -206 -2%
ITB
862
Idaho Trust Bank
Idaho
$1.33M -$304K -2,757 -19%
GG
863
Greenwood Gearhart
Arkansas
$1.33M +$231K +2,098 +21%
FWM
864
FFT Wealth Management
Pennsylvania
$1.33M +$14.1K +124 +1%
HIM
865
Hanlon Investment Management
New Jersey
$1.33M -$925K -8,402 -41%
SWM
866
SK Wealth Management
Rhode Island
$1.32M -$11.1K -100 -0.8%
AWM
867
Axxcess Wealth Management
California
$1.32M -$498K -4,525 -27%
SFA
868
Semmax Financial Advisors
North Carolina
$1.32M -$281K -2,452 -18%
Fisher Asset Management
869
Fisher Asset Management
Washington
$1.32M +$891K +8,091 +208%
USB
870
Union Savings Bank
Connecticut
$1.32M -$64.6K -567 -5%
MA
871
MKT Advisors
California
$1.32M – – –
AFG
872
Albion Financial Group
Utah
$1.32M -$14.2M -129,102 -92%
WA
873
Wealthstream Advisors
New York
$1.31M – – –
CIR
874
Clear Investment Research
Georgia
$1.31M -$119K -1,079 -8%
ZF
875
Zhang Financial
Michigan
$1.31M -$65.8K -598 -5%
33 34
35
36 37