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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 %
MM
1076
Meridian Management
Arkansas
$828K – – –
CTA
1077
Chesley Taft & Associates
Illinois
$828K -$33K -300 -4%
GWM
1078
GDS Wealth Management
Texas
$826K +$54.3K +493 +7%
Neuberger Berman Group
1079
Neuberger Berman Group
New York
$825K +$14.9K +135 +2%
FNB
1080
Farmers National Bank
Kentucky
$818K -$2.75K -25 -0.3%
SC
1081
Scotia Capital
Ontario, Canada
$817K +$40.2K +365 +5%
FNBTCON
1082
First National Bank & Trust Co of Newtown
Pennsylvania
$816K – – –
CBA
1083
Coastal Bridge Advisors
Connecticut
$815K +$38.9K +353 +5%
CANC
1084
Culbertson A N & Co
Virginia
$812K – – –
VWM
1085
Verus Wealth Management
Wisconsin
$811K – – –
RMDI
1086
R.M. Davis Inc
Maine
$811K +$204K +1,855 +34%
SPP
1087
Single Point Partners
Massachusetts
$809K – – –
VA
1088
Vident Advisory
Georgia
$809K +$75.9K +689 +10%
VHAM
1089
Van Hulzen Asset Management
California
$807K +$46.3K +421 +6%
ATFA
1090
All Terrain Financial Advisors
Minnesota
$806K – – –
AWMNH
1091
Arcadia Wealth Management (New Hampshire)
New Hampshire
$796K -$3.63K -33 -0.5%
HCM
1092
HMS Capital Management
Tennessee
$794K -$44K -400 -5%
SFG
1093
SNS Financial Group
Minnesota
$790K – – –
MWM
1094
Meridian Wealth Management
Kentucky
$790K -$46.2K -420 -6%
JGIA
1095
Jackson Grant Investment Advisers
Connecticut
$788K +$881 +8 +0.1%
IRAG
1096
Investment Research & Advisory Group
Georgia
$786K +$881 +8 +0.1%
FFS
1097
Founders Financial Securities
Maryland
$786K +$110 +1 +0%
MBI
1098
May Barnhard Investments
Maryland
$783K +$330 +3 +0%
CSPIA
1099
Cary Street Partners Investment Advisory
Virginia
$783K -$56.5K -513 -7%
SFWC
1100
Strategic Family Wealth Counselors
New Jersey
$781K – – –
42 43
44
45 46