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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 %
PIM
1401
Pullen Investment Management
Florida
$377K – – –
SFG
1402
Stonebridge Financial Group
Pennsylvania
$377K -$3.85K -35 -1%
EE
1403
EWG Elevate
California
$376K -$3.52M -31,995 -90%
ISL
1404
Ingalls & Snyder LLC
New York
$375K – – –
NS
1405
NBC Securities
Alabama
$374K +$135K +1,229 +57%
PGA
1406
Portland Global Advisors
Maine
$374K – – –
LLWM
1407
Life Line Wealth Management
California
$373K +$70.1K +637 +23%
SIC
1408
Samalin Investment Counsel
New York
$373K +$15.2K +138 +4%
TA
1409
TruWealth Advisors
Louisiana
$369K – – –
CCA
1410
Clarity Capital Advisors
Florida
$367K – – –
SFS
1411
Stiles Financial Services
Minnesota
$364K – – –
LCGC
1412
Legacy Capital Group California
California
$363K -$198K -1,795 -35%
DF
1413
Dunhill Financial
United Kingdom
$362K +$36.1K +328 +11%
GCM
1414
G2 Capital Management
Ohio
$362K – – –
ACG
1415
Allen Capital Group
Nebraska
$362K -$3.19K -29 -0.9%
SW
1416
SMART Wealth
Nebraska
$361K +$78.2K +710 +28%
RPCA
1417
Running Point Capital Advisors
California
$361K – – –
ESBC
1418
E.S. Barr & Co
Kentucky
$360K – – –
FDS
1419
Freedom Day Solutions
Texas
$360K -$110 -1 -0%
PFA
1420
Portland Financial Advisors
New York
$359K – – –
TC
1421
Truvestments Capital
Florida
$357K -$13.5K -123 -4%
SPWM
1422
Schrum Private Wealth Management
Florida
$356K +$33.6K +305 +10%
LSA
1423
L & S Advisors
California
$356K -$1.32K -12 -0.4%
WCM
1424
Wealthcare Capital Management
Virginia
$356K – – –
LFG
1425
Lockerman Financial Group
California
$356K +$22.7K +206 +7%
55 56
57
58 59