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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 %
CA
1201
Crewe Advisors
Utah
$596K +$221K +2,003 +59%
DFG
1202
Dynamic Financial Group
Iowa
$593K +$60.4K +549 +11%
QWM
1203
Quadcap Wealth Management
Texas
$591K – – –
GCA
1204
Gradient Capital Advisors
California
$589K – – –
PWP
1205
Principle Wealth Partners
Connecticut
$586K – – –
WFAG
1206
Worth Financial Advisory Group
North Carolina
$583K +$771 +7 +0.1%
NAAA
1207
New Age Alpha Advisors
New York
$583K +$197K +1,792 +51%
Bank of Nova Scotia
1208
Bank of Nova Scotia
Ontario, Canada
$581K – – –
OHIS
1209
Oak Harvest Investment Services
Texas
$581K +$36.6K +332 +7%
EW
1210
Enzi Wealth
Texas
$581K +$5.09K +46 +0.9%
CNBT
1211
Canandaigua National Bank & Trust
New York
$580K – – –
NRC
1212
New Republic Capital
North Carolina
$579K -$413K -3,749 -42%
CI
1213
CPR Investments
Michigan
$578K +$578K +5,247 New
CPSAC
1214
Chas P. Smith & Associates (CPS)
Florida
$577K -$148K -1,340 -20%
OPWM
1215
Oakwell Private Wealth Management
Texas
$577K – – –
CP
1216
Clarendon Private
Massachusetts
$577K +$661 +6 +0.1%
NA
1217
Novus Advisors
South Carolina
$576K -$15.3K -139 -3%
KCM
1218
KRS Capital Management
Michigan
$575K – – –
EIA
1219
Eldridge Investment Advisors
New Hampshire
$573K – – –
UCB
1220
United Community Bank
South Carolina
$572K +$216K +1,961 +61%
CWA
1221
Crux Wealth Advisors
California
$572K -$784K -7,116 -58%
WG
1222
Welch Group
Alabama
$572K +$80.3K +729 +16%
BBPWM
1223
Blue Bell Private Wealth Management
Pennsylvania
$572K -$2.86K -26 -0.5%
CAG
1224
Curtis Advisory Group
California
$570K – – –
OWA
1225
Oak Wealth Advisors
Illinois
$570K – – –
47 48
49
50 51