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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 %
AIM
1501
Avity Investment Management
Connecticut
$297K – – –
DTC
1502
Davidson Trust Company
Washington
$296K – – –
CFSG
1503
Community Financial Services Group
Vermont
$295K – – –
UAS
1504
United Asset Strategies
New York
$294K -$550 -5 -0.2%
MCM
1505
Mainstay Capital Management
Michigan
$292K +$292K +2,656 New
AA
1506
Advisory Alpha
Michigan
$292K +$292K +2,655 New
CC
1507
Chicago Capital
Illinois
$292K -$47.6K -432 -14%
CCG
1508
Cypress Capital Group
Florida
$292K – – –
WPP
1509
Whalerock Point Partners
Rhode Island
$291K – – –
GCA
1510
Genesee Capital Advisors
New York
$291K – – –
SWM
1511
Shelton Wealth Management
Texas
$291K -$39K -354 -12%
MA
1512
MCF Advisors
Kentucky
$290K – – –
OPWM
1513
Oregon Pacific Wealth Management
Oregon
$290K +$5.29K +48 +2%
PA
1514
PSI Advisors
Florida
$289K -$78K -708 -21%
GWMIA
1515
Global Wealth Management Investment Advisory
Florida
$289K +$21.8K +198 +8%
MWM
1516
Mascoma Wealth Management
New Hampshire
$288K – – –
GA
1517
Gordian Advisors
Arizona
$288K – – –
FA
1518
Fortis Advisors
Pennsylvania
$287K -$55.8K -507 -16%
CFGA
1519
Cambridge Financial Group (Arizona)
Arizona
$285K – – –
LWM
1520
LJI Wealth Management
Indiana
$285K – – –
PWP
1521
Precedent Wealth Partners
Texas
$285K +$285K +2,588 New
HG
1522
Harbor Group
New Hampshire
$284K +$220 +2 +0.1%
PWM
1523
Proathlete Wealth Management
Florida
$284K +$46.5K +421 +20%
CL
1524
CIM LLC
New York
$284K -$444K -4,036 -61%
CPC
1525
Consolidated Planning Corp
Georgia
$284K -$12.8K -116 -4%
59 60
61
62 63