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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 %
PP
1026
Prudential plc
United Kingdom
$958K +$958K +8,700 New
FWCM
1027
Ferguson Wellman Capital Management
Oregon
$946K -$359K -3,258 -27%
CFS
1028
CRA Financial Services
New Jersey
$934K +$99.5K +904 +12%
MWAM
1029
Manhattan West Asset Management
California
$933K +$23K +209 +3%
4WM
1030
4J Wealth Management
Virginia
$932K -$12.2K -111 -1%
FDCP
1031
Foster Dykema Cabot & Partners
Massachusetts
$931K – – –
FI
1032
FWG Investments
Kentucky
$930K +$930K +8,451 New
CFP
1033
Catalyst Financial Partners
Massachusetts
$930K +$132K +1,195 +16%
GF
1034
Gries Financial
Ohio
$930K -$481K -4,366 -34%
GD
1035
Grandfield & Dodd
New York
$928K +$928K +8,430 New
OPA
1036
Old Port Advisors
Maine
$927K -$27.4K -249 -3%
SIC
1037
Sigma Investment Counselors
Michigan
$926K -$89K -808 -9%
FDCDDQ
1038
Federation des caisses Desjardins du Quebec
Quebec, Canada
$922K -$250K -2,274 -21%
EFG
1039
Embree Financial Group
Illinois
$920K +$463K +4,204 +101%
TFO
1040
Tarbox Family Office
California
$916K – – –
ACIM
1041
Azimuth Capital Investment Management
Michigan
$914K +$33K +300 +4%
DW
1042
Durante & Waters
New York
$914K – – –
QFW
1043
QTR Family Wealth
Florida
$911K -$26.4K -240 -3%
MCWS
1044
McKinley Carter Wealth Services
West Virginia
$910K -$28K -254 -3%
BPWM
1045
Badgley Phelps Wealth Managers
Washington
$903K – – –
KW
1046
KWB Wealth
California
$901K +$186 +2 +0%
BWM
1047
Buska Wealth Management
Wisconsin
$899K +$12.2K +111 +1%
GI
1048
GAMCO Investors
Connecticut
$889K +$8.59K +78 +1%
LAS
1049
Lloyd Advisory Services
Georgia
$884K -$13.7K -124 -2%
GC
1050
Garde Capital
Washington
$877K -$147K -1,334 -14%
40 41
42
43 44