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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 %
SCTC
926
Sanibel Captiva Trust Company
Florida
$1.17M +$414K +3,764 +55%
HCM
927
Hollencrest Capital Management
California
$1.17M – – –
SWM
928
Stockman Wealth Management
Montana
$1.17M -$2.42K -22 -0.2%
AFP
929
Ausdal Financial Partners
Iowa
$1.17M +$505K +4,585 +76%
OFP
930
OFC Financial Planning
New Jersey
$1.17M -$194K -1,766 -14%
LA
931
Latitude Advisors
Florida
$1.16M -$138K -1,249 -11%
FNT
932
First National Trust
Pennsylvania
$1.16M -$43.2K -392 -4%
LA
933
Lifeworks Advisors
Michigan
$1.15M -$98K -890 -8%
PFBT
934
Parkside Financial Bank & Trust
Missouri
$1.15M +$220 +2 +0%
SWM
935
Silverlake Wealth Management
Vermont
$1.15M +$845K +7,677 +281%
USCWA
936
U.S. Capital Wealth Advisors
Texas
$1.15M +$59.8K +543 +6%
BOS
937
Bank of Stockton
California
$1.14M +$332K +3,015 +41%
SWP
938
Semus Wealth Partners
Florida
$1.14M -$100K -910 -8%
RDFA
939
Ritter Daniher Financial Advisory
Ohio
$1.14M -$142K -1,288 -11%
PCM
940
Pennsylvania Capital Management
Pennsylvania
$1.14M +$1.14M +10,356 New
SIC
941
Salem Investment Counselors
North Carolina
$1.14M – – –
CIC
942
Chilton Investment Company
Connecticut
$1.14M +$1.14M +10,342 New
TPW
943
TL Private Wealth
Texas
$1.14M +$3.75K +34 +0.3%
MG
944
McHugh Group
Ohio
$1.13M – – –
FFG
945
Fortress Financial Group
Minnesota
$1.12M – – –
LWM
946
Lakeridge Wealth Management
Ohio
$1.12M -$19.6K -178 -2%
PWA
947
Provenance Wealth Advisors
Florida
$1.12M -$7.38K -67 -0.7%
CCWM
948
Cassaday & Co Wealth Management
Virginia
$1.12M – – –
ODIJL
949
One Day In July LLC
Vermont
$1.11M +$80.9K +735 +8%
ACS
950
Archford Capital Strategies
Illinois
$1.11M – – –
36 37
38
39 40