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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 %
FOR
1276
Family Office Research
Maryland
$516K -$11K -100 -2%
AF
1277
Apollon Financial
South Carolina
$514K -$7.71K -70 -1%
GAG
1278
GM Advisory Group
New York
$514K – – –
HWM
1279
Horizon Wealth Management
Illinois
$513K +$2.64K +24 +0.5%
MCM
1280
Mengis Capital Management
Oregon
$513K -$5.62K -51 -1%
BTWM
1281
Baker Tilly Wealth Management
Wisconsin
$513K -$2.31K -21 -0.4%
SFP
1282
SwitchPoint Financial Planning
Utah
$513K – – –
SAM
1283
Summit Asset Management
Tennessee
$512K -$5.62K -51 -1%
AI
1284
Accredited Investors
Minnesota
$511K – – –
DWM
1285
Drive Wealth Management
Utah
$510K +$510K +4,632 New
CWP
1286
Curated Wealth Partners
California
$509K -$312K -2,830 -38%
WAM
1287
WNY Asset Management
New York
$506K – – –
UW
1288
Unique Wealth
Florida
$504K – – –
DWM
1289
Diversify Wealth Management
Utah
$503K -$2.32K -20 -0.5%
WA
1290
Wealthstar Advisors
Texas
$500K +$262K +2,376 +110%
JWM
1291
JFG Wealth Management
Colorado
$498K -$220 -2 -0%
BFA
1292
Beaumont Financial Advisors
Massachusetts
$497K +$6.39K +58 +1%
AAS
1293
Annex Advisory Services
Wisconsin
$495K -$24.8K -225 -5%
MAM
1294
MWA Asset Management
Massachusetts
$495K +$113K +1,030 +30%
WPA
1295
Wealth Preservation Advisors
Tennessee
$495K – – –
CCM
1296
Condor Capital Management
New Jersey
$494K – – –
TC
1297
Trilogy Capital
California
$493K -$9.69K -88 -2%
NWA
1298
New World Advisors
Massachusetts
$493K +$493K +4,474 New
CCMG
1299
Clark Capital Management Group
Pennsylvania
$492K -$58.1K -528 -11%
Kayne Anderson Rudnick Investment Management
1300
Kayne Anderson Rudnick Investment Management
California
$491K – – –
50 51
52
53 54