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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 %
AWA
1001
Aaron Wealth Advisors
Illinois
$991K -$20.1K -183 -2%
MI
1002
Moneywise Inc
Virginia
$991K -$6.88M -62,506 -87%
WPA
1003
West Paces Advisors
Georgia
$990K +$49.5K +450 +5%
CHC
1004
City Holding Co
West Virginia
$987K +$25.1K +228 +3%
MWA
1005
MN Wealth Advisors
Kansas
$986K +$429K +3,895 +77%
NCM
1006
Neumann Capital Management
California
$985K – – –
SFMG
1007
Sage Financial Management Group
Virginia
$982K -$15.4K -140 -2%
RMCM
1008
Reynders McVeigh Capital Management
Massachusetts
$979K – – –
FWA
1009
FSM Wealth Advisors
Ohio
$978K – – –
IAS
1010
Insigneo Advisory Services
Florida
$978K +$54.8K +498 +6%
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$978K -$46.2K -420 -5%
TWC
1012
TD Waterhouse Canada
Ontario, Canada
$977K -$22.9K -210 -2%
SIM
1013
Stratos Investment Management
Ohio
$976K +$159K +1,445 +19%
AWM
1014
Angeles Wealth Management
California
$974K – – –
SYBT
1015
Stock Yards Bank & Trust
Kentucky
$974K -$8.26K -75 -0.8%
CFGW
1016
Chancellor Financial Group WB
Pennsylvania
$973K +$110 +1 +0%
MA
1017
MONECO Advisors
Connecticut
$972K -$90.8K -825 -9%
AFA
1018
American Financial Advisors
Georgia
$972K +$8.37K +76 +0.9%
AIA
1019
Arbor Investment Advisors
North Carolina
$970K – – –
LSA
1020
Lion Street Advisors
Texas
$969K +$128K +1,159 +15%
OAM
1021
Oppenheimer Asset Management
New York
$966K +$105K +954 +12%
PWS
1022
Proactive Wealth Strategies
Georgia
$964K -$65K -590 -6%
WPW
1023
Watershed Private Wealth
Illinois
$963K -$4.07K -37 -0.4%
AWM
1024
Atticus Wealth Management
Florida
$962K -$53.6K -487 -5%
BW
1025
Balance Wealth
Ohio
$960K -$1.07M -9,747 -53%
39 40
41
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