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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,844 hedge funds and large institutions have $44.2B 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, 751 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,844
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
24.72%
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
751
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 %
FLA
101
Financial Life Advisors
Texas
$42.9M -$400K -3,633 -0.9%
CWM
102
Connecticut Wealth Management
Connecticut
$42.9M -$632K -5,740 -1%
PS
103
Principal Securities
Iowa
$42.3M +$5.25M +47,727 +14%
EWA
104
Encompass Wealth Advisors
Oregon
$41.6M +$408K +3,704 +1%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$40.8M -$3.25M -29,475 -7%
LF
106
Lee Financial
Texas
$40.1M +$793K +7,204 +2%
FWMM
107
Foundation Wealth Management (Missouri)
Missouri
$40M +$468K +4,248 +1%
CA
108
Clearstead Advisors
Ohio
$39.9M +$271K +2,461 +0.7%
P
109
&Partners
Tennessee
$38.2M +$14.5M +132,045 +62%
Citigroup
110
Citigroup
New York
$37.8M -$433K -3,936 -1%
BB
111
Busey Bank
Illinois
$37.6M -$417K -3,784 -1%
GT
112
Greenleaf Trust
Michigan
$37.6M +$246K +2,238 +0.7%
LWP
113
LMG Wealth Partners
Louisiana
$36.8M -$431K -3,914 -1%
AWS
114
Atria Wealth Solutions
New York
$36.6M -$42.5M -385,775 -54%
PWM
115
Praetorian Wealth Management
California
$35.7M -$46.5M -422,644 -57%
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$35.6M -$789K -7,170 -2%
BFPW
117
BOK Financial Private Wealth
Colorado
$35.5M -$1.43M -12,976 -4%
SHJ
118
Sharkey, Howes & Javer
Colorado
$35.4M -$487K -4,425 -1%
Cerity Partners
119
Cerity Partners
New York
$35.4M -$141K -1,281 -0.4%
BF
120
BOK Financial
Oklahoma
$35.3M -$2.9M -26,312 -8%
BCI
121
Brinker Capital Investments
Pennsylvania
$34.7M +$5.62M +51,043 +19%
Charles Schwab
122
Charles Schwab
California
$34.7M -$11.2M -101,725 -24%
ANB
123
Amarillo National Bank
Texas
$34.5M -$234K -2,128 -0.7%
CIA
124
Concurrent Investment Advisors
Florida
$34.2M +$16.6M +151,129 +95%
AWA
125
Arkadios Wealth Advisors
Georgia
$33.7M +$4.19M +38,035 +14%
3 4
5
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