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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 %
CPC
1526
Consolidated Planning Corp
Georgia
$284K -$12.8K -116 -4%
HS
1527
Horan Securities
United States
$283K +$44.9K +408 +19%
IPAM
1528
Investment Partners Asset Management
New Jersey
$283K +$2.2K +20 +0.8%
AL
1529
Aspiriant LLC
California
$283K +$283K +2,570 New
SA
1530
SAM Advisors
California
$283K +$283K +2,567 New
VC
1531
Vestor Capital
Illinois
$282K -$2.07M -60,618 -88%
JCM
1532
Jag Capital Management
Missouri
$281K -$82.9K -753 -23%
APWA
1533
Atlas Private Wealth Advisors
New Jersey
$280K +$280K +2,540 New
Luther King Capital Management (LKCM)
1534
Luther King Capital Management (LKCM)
Texas
$277K -$233K – –
OC
1535
Opinicus Capital
Florida
$276K -$2.97K -27 -1%
VDI
1536
Vaughan David Investments
Illinois
$276K – – –
Loomis, Sayles & Company
1537
Loomis, Sayles & Company
Massachusetts
$275K – – –
VPWA
1538
Vestia Personal Wealth Advisors
Indiana
$275K -$6.61K -60 -2%
1WM
1539
1900 Wealth Management
Texas
$275K – – –
KF
1540
KKM Financial
Illinois
$275K – – –
TPW
1541
Talon Private Wealth
Florida
$275K -$20.1K -183 -7%
VFPW
1542
Vantage Financial Partners (Wisconsin)
Wisconsin
$275K +$3.96K +36 +1%
BBA
1543
BLB&B Advisors
Pennsylvania
$275K +$220 +2 +0.1%
ZIG
1544
Zuckerman Investment Group
Illinois
$274K +$274K +2,485 New
QC
1545
Quent Capital
New York
$273K – – –
PCM
1546
Palouse Capital Management
Washington
$273K – – –
CASB
1547
Cape Ann Savings Bank
Massachusetts
$273K – – –
CWM
1548
ClientFirst Wealth Management
Arkansas
$272K – – –
GWANC
1549
Guardian Wealth Advisors (North Carolina)
North Carolina
$270K -$152K -1,377 -36%
ML
1550
McAdam LLC
Pennsylvania
$269K -$11.2K -102 -4%
60 61
62
63 64