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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 %
VC
1426
Veery Capital
Delaware
$354K – – –
PWP
1427
Prasad Wealth Partners
Ohio
$353K +$330 +3 +0.1%
TI
1428
Trexquant Investment
Connecticut
$353K +$353K +3,207 New
FSC
1429
Full Sail Capital
Oklahoma
$353K -$97K -881 -22%
CTA
1430
Colonial Trust Advisors
South Carolina
$352K -$11K -100 -3%
KHCM
1431
Kirtland Hills Capital Management
Ohio
$352K +$5.4K +49 +2%
PWM
1432
Paulson Wealth Management
Illinois
$352K – – –
RBC
1433
Roble Belko & Company
Pennsylvania
$352K – – –
GC
1434
Grimes & Company
Massachusetts
$351K +$31K +282 +10%
PWPS
1435
Pinnacle Wealth Planning Services
Ohio
$351K -$10.1K -92 -3%
LPFG
1436
Landing Point Financial Group
Ohio
$350K – – –
MHWM
1437
Montz Harcus Wealth Management
Louisiana
$349K +$330 +3 +0.1%
OMC
1438
Old Mission Capital
Illinois
$349K +$349K +3,171 New
IWS
1439
Integrity Wealth Solutions
Colorado
$349K +$4.51K +41 +1%
LRIA
1440
Leonard Rickey Investment Advisors
Washington
$348K +$2.42K +22 +0.7%
BCP
1441
Blue Chip Partners
Michigan
$347K +$220 +2 +0.1%
FPCG
1442
Forum Private Client Group
Indiana
$344K -$330 -3 -0.1%
KFC
1443
Klingenstein Fields & Co
New York
$344K – – –
ZIG
1444
Zullo Investment Group
Pennsylvania
$343K +$110 +1 +0%
SRWM
1445
Shira Ridge Wealth Management
California
$343K -$16.5K -150 -5%
TCB
1446
Texas Capital Bancshares
Texas
$342K +$14.2K +129 +4%
CWM
1447
Core Wealth Management
Florida
$341K – – –
FWM
1448
FSR Wealth Management
Illinois
$341K -$15.3K -139 -4%
SWGC
1449
Summit Wealth Group (Colorado)
Colorado
$340K +$340K +3,091 New
NL
1450
Navalign LLC
California
$337K -$28.5K -259 -8%
56 57
58
59 60