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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 %
FSWA
1301
Financial Synergies Wealth Advisors
Texas
$490K +$551 +5 +0.1%
SSW
1302
Stone Summit Wealth
Florida
$490K -$3.08K -28 -0.6%
MSFS
1303
Main Street Financial Solutions
Pennsylvania
$490K -$220 -2 -0%
CIA
1304
Cape Investment Advisory
Georgia
$489K -$44.8K -407 -8%
FPCP
1305
Fort Point Capital Partners
California
$489K +$89.8K +816 +22%
T
1306
TrueFG
Texas
$488K +$110 +1 +0%
MFG
1307
MidWestOne Financial Group
Iowa
$488K – – –
BWM
1308
Brown Wealth Management
Illinois
$486K +$2.64K +24 +0.5%
NDSI
1309
Newman Dignan & Sheerar Inc
Rhode Island
$484K -$5.84K -53 -1%
VCM
1310
Versant Capital Management
Arizona
$483K +$461K +4,187 +2,094%
BWM
1311
BCS Wealth Management
Tennessee
$483K – – –
AFGAS
1312
Allegiance Financial Group Advisory Services
Virginia
$483K +$483K +4,383 New
RZH
1313
Relyea Zuckerberg Hanson
Connecticut
$481K – – –
TWP
1314
TFO Wealth Partners
Ohio
$481K +$26.3K +239 +6%
VPF
1315
Vantage Point Financial
Illinois
$477K +$153K +1,390 +47%
HCWM
1316
Hidden Cove Wealth Management
Washington
$474K -$43.6K -396 -8%
NEWAS
1317
N.E.W. Advisory Services
Wisconsin
$474K – – –
LB
1318
Legacy Bridge
Iowa
$474K – – –
BO
1319
Bank OZK
Arkansas
$471K -$32.4K -294 -6%
MSG
1320
Main Street Group
Virginia
$471K +$330 +3 +0.1%
WLPWM
1321
Walled Lake Planning & Wealth Management
Illinois
$467K -$11K -100 -2%
BHPW
1322
Beverly Hills Private Wealth
California
$463K -$49.5K -450 -10%
ERIC
1323
Eagle Rock Investment Company
Georgia
$462K -$3.19K -29 -0.7%
RMP
1324
Richards, Merrill & Peterson
Washington
$462K – – –
LSPW
1325
Lake Street Private Wealth
Illinois
$460K -$2.86K -26 -0.6%
51 52
53
54 55