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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,844 hedge funds and large institutions have $44.2B 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, 751 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,844
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
24.72%
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
751
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 %
DSC
1476
Duncker Streett & Co
Missouri
$312K +$110 +1 +0%
OBWG
1477
Onyx Bridge Wealth Group
New York
$312K -$36.4K -331 -10%
AFM
1478
Armstrong Fleming & Moore
District of Columbia
$312K +$312K +2,835 New
CIM
1479
Cambria Investment Management
California
$311K +$311K +2,827 New
EF
1480
Empowered Funds
Pennsylvania
$311K +$311K +2,827 New
OWA
1481
Octavia Wealth Advisors
Ohio
$310K +$6.28K +57 +2%
FWM
1482
Foguth Wealth Management
Michigan
$309K -$76.8K -698 -20%
RFN
1483
RDA Financial Network
Iowa
$309K -$72.3K -657 -19%
FFA
1484
Founders Financial Alliance
North Carolina
$308K +$41.9K +381 +16%
CWM
1485
Chesapeake Wealth Management
Virginia
$307K -$15.4K -140 -5%
GBT
1486
Grove Bank & Trust
Florida
$306K – – –
AIS
1487
Accredited Investor Services
Minnesota
$306K – – –
MAG
1488
M3 Advisory Group
Massachusetts
$306K – – –
Qube Research & Technologies (QRT)
1489
Qube Research & Technologies (QRT)
United Kingdom
$306K -$1.35M -12,299 -82%
MWM
1490
Melfa Wealth Management
Massachusetts
$306K – – –
PIA
1491
Pinion Investment Advisors
Kansas
$305K -$445K -4,044 -59%
RIM
1492
Rockbridge Investment Management
New York
$304K – – –
LMKC
1493
L.M. Kohn & Company
Ohio
$303K -$18.1K -164 -6%
SAM
1494
SP Asset Management
California
$303K +$330 +3 +0.1%
MAG
1495
MRA Advisory Group
New Jersey
$303K +$220 +2 +0.1%
PSA
1496
Plum Street Advisors
Louisiana
$302K +$9.91K +90 +3%
PSIWM
1497
Paradigm Strategies in Wealth Management
Minnesota
$301K – – –
VBFP
1498
Valtinson Bruner Financial Planning
Minnesota
$300K +$32.4K +294 +12%
KCM
1499
Kennicott Capital Management
California
$300K -$44K -400 -13%
KCPG
1500
Kavar Capital Partners Group
Kansas
$299K – – –
58 59
60
61 62