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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 %
MCIA
1451
Mountain Capital Investment Advisors
Colorado
$337K -$4.14K -38 -1%
TA
1452
TPG Advisors
Illinois
$335K – – –
AWM
1453
Affinity Wealth Management
Delaware
$334K -$7.38K -67 -2%
FAT
1454
First American Trust
California
$333K – – –
SC
1455
Steph & Co
Wisconsin
$331K – – –
MKC
1456
M. Kraus & Co
Vermont
$330K -$11K -100 -3%
1W
1457
1776 Wealth
Georgia
$330K – – –
BMWS
1458
Brady Martz Wealth Solutions
North Dakota
$330K -$330 -3 -0.1%
SWM
1459
Sagace Wealth Management
Florida
$330K +$22.5K +204 +7%
OC
1460
Oarsman Capital
Wisconsin
$329K -$6.5K -59 -2%
DIM
1461
Delta Investment Management
California
$326K -$2.42K -22 -0.7%
WFC
1462
Western Financial Corp
California
$325K -$43.3K -393 -12%
HVIA
1463
Hudson Valley Investment Advisors
New York
$325K – – –
SMC
1464
Smith, Moore & Co
Missouri
$323K – – –
GLA
1465
Good Life Advisors
Pennsylvania
$322K +$46.3K +421 +17%
ACM
1466
Alpha Capital Management
Texas
$322K +$11K +100 +4%
BAMG
1467
Brand Asset Management Group
Missouri
$322K +$1.98K +18 +0.6%
RCG
1468
Regatta Capital Group
California
$320K – – –
1WA
1469
180 Wealth Advisors
Washington
$320K -$70.6K -641 -18%
TCTWM
1470
Three Cord True Wealth Management
Pennsylvania
$320K -$4.96K -45 -2%
SIG
1471
Sargent Investment Group
Maryland
$319K -$31.1K -272 -9%
SPIA
1472
Strategic Point Investment Advisors
Rhode Island
$317K – – –
SI
1473
Saxon Interests
Texas
$316K – – –
BSSFA
1474
Baron Silver Stevens Financial Advisors
Florida
$314K +$314K +2,851 New
CG
1475
Cynosure Group
Utah
$313K +$22.5K +204 +8%
57 58
59
60 61