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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 %
AT
901
American Trust
Kentucky
$1.25M +$1.25M +11,366 New
WS
902
Wedbush Securities
California
$1.25M +$207K +1,876 +20%
BBWP
903
Beacon Bridge Wealth Partners
Pennsylvania
$1.24M – – –
GSWM
904
Greenup Street Wealth Management
Michigan
$1.24M -$19K -173 -2%
FPW
905
Flagship Private Wealth
Massachusetts
$1.24M – – –
CWM
906
C2C Wealth Management
Arizona
$1.23M – – –
LC
907
LTG Capital
Massachusetts
$1.23M -$8.81K -80 -0.7%
BF
908
Blankinship & Foster
California
$1.23M -$64.7K -588 -5%
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22M -$20.5K -186 -2%
SB
910
Simmons Bank
Arkansas
$1.22M – – –
FWM
911
Focused Wealth Management
New York
$1.21M +$661 +6 +0.1%
FNBSF
912
First National Bank Sioux Falls
South Dakota
$1.21M – – –
MCM
913
MidAtlantic Capital Management
Virginia
$1.21M -$22.2K -202 -2%
LF
914
LifeSteps Financial
California
$1.21M – – –
CCG
915
Catalina Capital Group
California
$1.21M -$237K -2,153 -16%
SXL
916
Summit X LLC
Missouri
$1.2M +$14.4K +131 +1%
T
917
Transce3nd
Texas
$1.2M -$58.7K -533 -5%
TFG
918
Taylor Financial Group
Virginia
$1.2M – – –
LA
919
LexAurum Advisors
Kansas
$1.19M -$330 -3 -0%
LWM
920
LongView Wealth Management
Georgia
$1.19M +$10.4K +94 +0.9%
LFA
921
LGT Financial Advisors
Texas
$1.18M +$59.2K +538 +5%
SIM
922
Synergy Investment Management
Florida
$1.18M +$8.15K +74 +0.7%
HNWA
923
Henrickson Nauta Wealth Advisors
Michigan
$1.18M -$12K -109 -1%
EAM
924
Empirical Asset Management
Massachusetts
$1.18M +$3.19K +29 +0.3%
WTB
925
Washington Trust Bank
Washington
$1.18M -$50K -454 -4%
35 36
37
38 39