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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 %
RA
951
RFG Advisory
Alabama
$1.11M -$1.71M -15,576 -61%
IA
952
IFG Advisors
Missouri
$1.11M +$220 +2 +0%
BCM
953
Brasada Capital Management
Texas
$1.11M – – –
KF
954
Krilogy Financial
Missouri
$1.1M +$1.1M +10,027 New
SMA
955
Sage Mountain Advisors
Georgia
$1.1M – – –
DAS
956
Dynamic Advisor Solutions
Arizona
$1.1M -$9.8K -89 -0.9%
OC
957
Oakworth Capital
Alabama
$1.1M -$6.17K -56 -0.6%
ETC
958
Exchange Traded Concepts
Oklahoma
$1.1M +$1.1M +9,958 New
TWM
959
Thrive Wealth Management
Pennsylvania
$1.09M -$15.7K -143 -1%
PSF
960
Pacific Sun Financial
California
$1.08M -$52.8K -480 -5%
PWMG
961
Private Wealth Management Group
New Jersey
$1.08M – – –
MMHP
962
Murphy Middleton Hinkle & Parker
Georgia
$1.07M – – –
GFA
963
Gallagher Fiduciary Advisors
Illinois
$1.07M -$21.4K -194 -2%
EC
964
Eaton-Cambridge
Arizona
$1.07M – – –
RSWA
965
Robinson Smith Wealth Advisors
Maine
$1.07M – – –
HH
966
Hilltop Holdings
Texas
$1.07M +$123K +1,121 +13%
MLL
967
Moody Lynn & Lieberson
Massachusetts
$1.07M -$188K -1,706 -15%
LSIA
968
LaSalle St. Investment Advisors
Illinois
$1.06M -$133K -1,204 -11%
LWA
969
Lantern Wealth Advisors
New York
$1.06M +$1.06M +9,601 New
AP
970
Americana Partners
Texas
$1.06M +$1.06M +9,592 New
PBF
971
Petix & Botte Financial
California
$1.05M +$374K +3,400 +55%
QCM
972
QRG Capital Management
Illinois
$1.05M -$316K -2,869 -23%
WPC
973
Wedmont Private Capital
Pennsylvania
$1.05M +$33K +298 +3%
FT
974
Fiduciary Trust
Massachusetts
$1.05M -$314K -2,849 -23%
SHA
975
Seneca House Advisors
Virginia
$1.05M – – –
37 38
39
40 41