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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 %
TSMHT
1176
Thurston Springer Miller Herd & Titak
Indiana
$644K +$184K +1,668 +40%
RWM
1177
Ritholtz Wealth Management
New York
$639K +$53.4K +485 +9%
OSNBOA
1178
Old Second National Bank of Aurora
Illinois
$639K – – –
APW
1179
Axim Planning & Wealth
Ohio
$637K +$637K +5,786 New
AFG
1180
ABLE Financial Group
Arizona
$637K +$637K +5,784 New
AGWCA
1181
Annis Gardner Whiting Capital Advisors
Florida
$635K – – –
CFA
1182
CWS Financial Advisors
Michigan
$630K +$330 +3 +0.1%
TIM
1183
Tortoise Investment Management
New York
$629K +$330 +3 +0.1%
PAM
1184
Palisade Asset Management
Minnesota
$628K – – –
GWS
1185
Glassman Wealth Services
Virginia
$627K -$3.08K -28 -0.5%
BPC
1186
Bearing Point Capital
Minnesota
$627K +$627K +5,692 New
AWA
1187
Amplius Wealth Advisors
Pennsylvania
$620K +$551 +5 +0.1%
CMP
1188
Courage Miller Partners
Virginia
$619K – – –
CCA
1189
Conservest Capital Advisors
Pennsylvania
$616K – – –
LJAC
1190
L.J. Altfest & Co
New York
$613K – – –
SFG
1191
Sage Financial Group
Pennsylvania
$612K – – –
TFO
1192
Timonier Family Office
North Carolina
$610K – – –
SCA
1193
STALEY CAPITAL ADVISERS
Pennsylvania
$609K – – –
BOPW
1194
Brandywine Oak Private Wealth
Pennsylvania
$608K – – –
IA
1195
IFC Advisors
California
$607K +$219K +1,993 +57%
BWM
1196
BCGM Wealth Management
Indiana
$607K +$136K +1,233 +29%
OWA
1197
ORBA Wealth Advisors
Illinois
$603K -$53.9K -490 -8%
GWA
1198
Gutierrez Wealth Advisory
Arkansas
$602K +$264K +2,402 +78%
SCM
1199
Schnieders Capital Management
California
$600K +$600K +5,450 New
SWM
1200
Segment Wealth Management
Texas
$597K – – –
46 47
48
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