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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 %
MAS
1376
Meeder Advisory Services
Ohio
$397K +$397K +3,604 New
EI
1377
Ellevest Inc
New York
$396K +$330 +3 +0.1%
PIFP
1378
Partners in Financial Planning
Virginia
$396K +$220 +2 +0.1%
WHG
1379
Westwood Holdings Group
Texas
$395K -$36.6K -332 -8%
CAM
1380
Cozad Asset Management
Illinois
$395K -$2.2K -20 -0.6%
KFGK
1381
Keystone Financial Group (Kentucky)
Kentucky
$392K -$15.1K -137 -4%
GFPC
1382
Global Financial Private Client
Florida
$392K +$45.8K +416 +13%
CICC
1383
Capital Investment Counsel (Colorado)
Colorado
$389K – – –
ACM
1384
Aurdan Capital Management
Pennsylvania
$389K – – –
RW
1385
RVW Wealth
California
$388K – – –
BC
1386
Burney Company
Virginia
$387K +$1.1K +10 +0.3%
ATWA
1387
Arbor Trust Wealth Advisors
Michigan
$385K +$440 +4 +0.1%
IRC
1388
Investors Research Corp
Georgia
$385K +$131K +1,187 +51%
WH
1389
Willner & Heller
California
$384K -$81.4K -739 -17%
KA
1390
Klingman & Associates
New York
$383K – – –
HSWM
1391
Hubbell Strickland Wealth Management
Louisiana
$382K +$440 +4 +0.1%
CFAM
1392
Center For Asset Management
Florida
$382K – – –
AFG
1393
Allegheny Financial Group
Pennsylvania
$381K – – –
CWM
1394
Centricity Wealth Management
Ohio
$379K +$58.6K +532 +18%
SFA
1395
Salus Financial Advisors
Colorado
$379K – – –
IWN
1396
Independent Wealth Network
Iowa
$379K +$1.43K +13 +0.4%
PFA
1397
Petra Financial Advisors
Colorado
$378K – – –
BSG
1398
Black Swift Group
Colorado
$378K – – –
RWM
1399
RMG Wealth Management
Wisconsin
$378K +$378K +3,365 New
SFC
1400
Swisher Financial Concepts
Ohio
$378K -$93.4K -848 -20%
54 55
56
57 58