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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 %
CGFA
1151
Colton Groome Financial Advisors
North Carolina
$688K +$24.8K +225 +4%
BC
1152
Brio Consultants
California
$687K +$47.8K +434 +7%
MCA
1153
Midwest Capital Advisors
Michigan
$686K – – –
FNC
1154
First National Corp
Massachusetts
$686K -$78.1K -709 -10%
OWA
1155
Opal Wealth Advisors
New York
$685K +$591K +5,370 +633%
CAMG
1156
CWA Asset Management Group
Florida
$681K -$5.29K -48 -0.8%
PFA
1157
Pinnacle Family Advisors
Missouri
$681K -$3.42M -31,049 -83%
CFG
1158
Clayton Financial Group
Missouri
$680K -$696K -6,323 -51%
CA
1159
CGN Advisors
Kansas
$679K -$44.8K -407 -6%
JAG
1160
Journey Advisory Group
Kentucky
$677K – – –
TI
1161
tru Independence
Oregon
$674K +$440 +4 +0.1%
SWIA
1162
Solano Wealth Investment Advisors
California
$672K – – –
KPWG
1163
KFA Private Wealth Group
Virginia
$671K +$671K +6,097 New
PWH
1164
Priebe Wealth Holdings
Minnesota
$670K – – –
PCI
1165
Planning Center Inc
Illinois
$667K -$111K -1,010 -14%
TCOTS
1166
Trust Company of the South
North Carolina
$663K – – –
PW
1167
PUREfi Wealth
Massachusetts
$661K +$134K +1,213 +25%
Russell Investments Group
1168
Russell Investments Group
United Kingdom
$660K +$77.8K +707 +13%
DE
1169
Diversified Enterprises
Delaware
$659K -$220 -2 -0%
GLR
1170
Great Lakes Retirement
Ohio
$658K -$119K -1,080 -15%
JWM
1171
JGP Wealth Management
Oregon
$655K -$3.85K -35 -0.6%
FEM
1172
Fulcrum Equity Management
Texas
$650K -$199K -1,804 -23%
DI
1173
Disciplined Investments
Oklahoma
$649K – – –
DIA
1174
Dana Investment Advisors
Wisconsin
$646K – – –
BFG
1175
Berger Financial Group
Minnesota
$645K -$5.29K -48 -0.8%
45 46
47
48 49