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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 %
PMFA
1251
Plante Moran Financial Advisors
Michigan
$538K – – –
LWM
1252
Level Wealth Management
North Carolina
$537K +$537K +4,876 New
PNAA
1253
Pictet North America Advisors
Switzerland
$536K – – –
TCOT
1254
Trust Company of Toledo
Ohio
$536K +$536K +4,867 New
BWL
1255
Bogart Wealth LLC
Virginia
$535K -$468K -4,255 -47%
NAS
1256
NWF Advisory Services
California
$534K +$254K +2,308 +91%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$530K +$13.9K +126 +3%
BFAG
1258
Blackston Financial Advisory Group
Florida
$528K -$190K -1,724 -26%
GAA
1259
Global Assets Advisory
Florida
$528K -$202K -1,851 -28%
IWS
1260
Insight Wealth Strategies
California
$527K +$545 +5 +0.1%
CCM
1261
Cobler Capital Management
Kansas
$527K +$527K +1,804 New
BAM
1262
BOS Asset Management
Illinois
$523K – – –
OCFG
1263
O'Connor Financial Group
Illinois
$523K -$2.11K -19 -0.4%
SWA
1264
SFMG Wealth Advisors
Texas
$522K +$27.2K +247 +5%
HFS
1265
Howard Financial Services
Texas
$520K +$440 +4 +0.1%
FF
1266
Francis Financial
$519K – – –
OCM
1267
Objective Capital Management
Ohio
$519K – – –
SCM
1268
Seascape Capital Management
New Hampshire
$519K – – –
MCM
1269
Morton Capital Management
California
$519K – – –
VWA
1270
Visionary Wealth Advisors
Illinois
$518K -$6.61K -60 -1%
WWM
1271
WT Wealth Management
Arizona
$518K – – –
CCA
1272
Childress Capital Advisors
Texas
$518K +$518K +4,702 New
CWA
1273
Canvas Wealth Advisors
Kansas
$517K – – –
AIM
1274
Advyzon Investment Management
Illinois
$517K +$193K +1,750 +59%
LG
1275
LaFleur & Godfrey
Michigan
$516K -$16.5K -150 -3%
49 50
51
52 53