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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 %
CPA
976
Capital Planning Advisors
California
$1.05M – – –
JSSH
977
J. Safra Sarasin Holding
$1.04M +$1.04M +9,500 New
BFG
978
Beacon Financial Group
Texas
$1.04M -$129K -1,169 -11%
CB
979
CNB Bank
Pennsylvania
$1.03M – – –
NG
980
Novem Group
New York
$1.03M +$776K +7,050 +301%
LAM
981
Lifestyle Asset Management
Texas
$1.03M +$1.03M +9,393 New
CGA
982
Crescent Grove Advisors
Illinois
$1.02M – – –
CWA
983
Consilio Wealth Advisors
Washington
$1.02M -$766 -7 -0.1%
MA
984
Montag & Associates
Georgia
$1.02M -$49.2K -447 -5%
BW
985
BIP Wealth
Georgia
$1.02M +$387K +3,515 +61%
CA
986
Continuum Advisory
Idaho
$1.02M +$294K +2,672 +41%
ECA
987
Elevated Capital Advisors
Utah
$1.02M – – –
PPA
988
Pacific Point Advisors
California
$1.01M – – –
VP
989
Verum Partners
North Carolina
$1.01M +$881 +8 +0.1%
BIA
990
Beacon Investment Advisors
Maryland
$1.01M -$15.4K -141 -2%
SAG
991
SageView Advisory Group
California
$1.01M +$18K +158 +2%
IIC
992
Ironwood Investment Counsel
Arizona
$1.01M +$141K +1,284 +16%
NFP
993
NorthLanding Financial Partners
New York
$998K +$881 +8 +0.1%
RWM
994
Rockwood Wealth Management
Pennsylvania
$997K – – –
JWBC
995
J.W. Burns & Co
New York
$997K -$33.8K -307 -3%
GPFA
996
Game Plan Financial Advisors
Ohio
$995K -$121K -1,100 -11%
SCM
997
Saxony Capital Management
Missouri
$994K +$994K +9,032 New
MAMG
998
Milestone Asset Management Group
Connecticut
$993K +$77.6K +705 +8%
JFA
999
JNBA Financial Advisors
Minnesota
$992K -$8.7K -79 -0.9%
EA
1000
Everpar Advisors
Oklahoma
$992K +$239K +2,169 +32%
38 39
40
41 42