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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 %
BHIA
1101
Birch Hill Investment Advisors
Massachusetts
$776K – – –
PFA
1102
Pure Financial Advisors
California
$774K +$53.2K +483 +7%
HWA
1103
HCR Wealth Advisors
California
$774K -$1.54K -14 -0.2%
BSHC
1104
Breed's Hill Capital
Massachusetts
$769K -$4.73K -43 -0.6%
JSW
1105
Journey Strategic Wealth
New Jersey
$767K -$89K -808 -10%
AC
1106
Annandale Capital
Texas
$765K – – –
HCM
1107
Harvey Capital Management
Florida
$760K – – –
CWM
1108
Castle Wealth Management
Florida
$760K – – –
GI
1109
GAMMA Investing
California
$758K +$137K +1,242 +22%
PMG
1110
ProVise Management Group
Florida
$754K -$90.4K -821 -11%
GWA
1111
Geometric Wealth Advisors
District of Columbia
$752K – – –
EPW
1112
Evergreen Private Wealth
Colorado
$752K -$44.4K -403 -6%
STCOSD
1113
Sageworth Trust Company of South Dakota
South Dakota
$749K – – –
RF
1114
Rossby Financial
Florida
$749K +$7.82K +71 +1%
TWA
1115
Talisman Wealth Advisors
New Jersey
$746K +$122K +1,109 +20%
CA
1116
Claro Advisors
Massachusetts
$746K -$388K -3,520 -34%
GFM
1117
GEN Financial Management
Minnesota
$746K -$3.52K -32 -0.5%
OPW
1118
Oxler Private Wealth
New York
$743K +$551 +5 +0.1%
FCB
1119
First County Bank
Connecticut
$739K -$94.6K -859 -11%
BHWM
1120
Bar Harbor Wealth Management
New Hampshire
$738K -$1.21K -11 -0.2%
HA
1121
Huntleigh Advisors
Missouri
$736K -$1.1K -10 -0.1%
BCA
1122
Bay Colony Advisors
Massachusetts
$735K +$735K +6,672 New
DWM
1123
Dakota Wealth Management
Florida
$729K -$136K -1,233 -16%
CPRC
1124
Consolidated Portfolio Review Corp
New York
$728K +$455K +4,129 +166%
PI
1125
PFG Investments
New York
$727K -$65.9K -599 -8%
43 44
45
46 47