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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 %
GAM
876
Gotham Asset Management
New York
$1.31M +$854K +7,757 +188%
TIA
877
Tiemann Investment Advisors
California
$1.3M -$61.3K -557 -4%
CWG
878
Cornerstone Wealth Group
North Carolina
$1.3M +$39.1K +355 +3%
BWP
879
Balboa Wealth Partners
Arizona
$1.3M -$1.58M -14,323 -55%
KIM
880
Kestra Investment Management
Texas
$1.3M +$650K +6,409 +100%
CRFG
881
Columbia River Financial Group
Washington
$1.3M -$425K -3,733 -25%
Betterment LLC
882
Betterment LLC
New York
$1.3M +$171K +1,551 +15%
TTWM
883
TCV Trust & Wealth Management
Virginia
$1.3M – – –
OPWM
884
Oxinas Partners Wealth Management
Indiana
$1.3M -$362K -3,290 -22%
FAM
885
Forte Asset Management
New York
$1.29M +$330K +3,000 +34%
FF
886
Friday Financial
Iowa
$1.29M +$555K +5,041 +75%
CA
887
Capital Advantage
California
$1.29M -$3.8M -34,492 -75%
APW
888
Aurora Private Wealth
New Jersey
$1.28M +$12.7K +115 +1%
TW
889
TritonPoint Wealth
Maryland
$1.28M +$17.8K +162 +1%
TYCC
890
Texas Yale Capital Corp
Florida
$1.28M – – –
CWP
891
CFM Wealth Partners
Texas
$1.28M -$24.2K -220 -2%
SNWA
892
Siligmueller & Norvid Wealth Advisors
Illinois
$1.28M -$63.6K -570 -5%
GKWIM
893
Gerber Kawasaki Wealth & Investment Management
California
$1.27M +$167K +1,518 +15%
MMPW
894
Mitchell McLeod Pugh & Williams
Alabama
$1.27M +$67.9K +617 +6%
MAWA
895
Moss Adams Wealth Advisors
Washington
$1.26M – – –
GAM
896
Gemmer Asset Management
California
$1.26M -$318K -2,891 -20%
FMTC
897
Farmers & Merchants Trust Company
California
$1.26M +$471K +4,276 +60%
CWMK
898
Caliber Wealth Management (Kansas)
Kansas
$1.26M +$214K +1,946 +21%
FCA
899
Fortis Capital Advisors
Kansas
$1.26M – – –
MAM
900
MMA Asset Management
Pennsylvania
$1.25M -$29.8K -271 -2%
34 35
36
37 38