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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 %
TA
1326
TrueWealth Advisors
Alabama
$460K +$37.3K +339 +9%
CKAIS
1327
Christensen King & Associates Investment Services
Washington
$459K +$110 +1 +0%
NOI
1328
Newton One Investments
Delaware
$455K – – –
JSA
1329
Jim Saulnier & Associates
Colorado
$450K +$1.76K +16 +0.4%
HAS
1330
Holland Advisory Services
Florida
$449K +$440 +4 +0.1%
FA
1331
Fermata Advisors
California
$448K -$997K -9,053 -69%
KFG
1332
Kelly Financial Group
Connecticut
$446K +$2.42K +22 +0.5%
ACP
1333
Aviance Capital Partners
Florida
$444K – – –
FFG
1334
Floyd Financial Group
Missouri
$442K – – –
KHC
1335
Koesten Hirschmann & Crabtree
Kansas
$441K – – –
IAA
1336
Independent Advisor Alliance
North Carolina
$440K +$440K +3,999 New
NFA
1337
Northwest Financial Advisors
Virginia
$437K +$1.21K +11 +0.3%
VBFG
1338
Vishria Bird Financial Group
Tennessee
$436K – – –
NHC
1339
Nicholas Hoffman & Company
Georgia
$436K +$330 +3 +0.1%
SAM
1340
Secure Asset Management
Michigan
$436K -$10.6K -96 -2%
LFG
1341
Larson Financial Group
Missouri
$435K +$3.74K +34 +0.9%
SFC
1342
Strategic Financial Concepts
Texas
$434K -$80K -727 -16%
WCA
1343
Westover Capital Advisors
Delaware
$432K – – –
LHC
1344
Little House Capital
Massachusetts
$431K – – –
RMAM
1345
Raab & Moskowitz Asset Management
New Jersey
$430K – – –
TRIA
1346
Trail Ridge Investment Advisors
Colorado
$430K -$41.2K -362 -9%
SFC
1347
SYM Financial Corp
Indiana
$429K – – –
PFM
1348
Phillips Financial Management
Indiana
$429K – – –
CWA
1349
Cornerstone Wealth Advisors
Minnesota
$428K – – –
GPA
1350
Garrison Point Advisors
California
$423K -$8.81K -80 -2%
52 53
54
55 56