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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 %
MP
1576
McDonald Partners
Ohio
$259K -$110K -1,000 -30%
EIG
1577
Ellenbecker Investment Group
Wisconsin
$258K -$150K -1,365 -37%
GWS
1578
Greykasell Wealth Strategies
California
$258K – – –
GP
1579
Geneva Partners
Wisconsin
$258K +$7.49K +68 +3%
ADL
1580
Asset Dedication LLC
California
$258K +$76.9K +698 +42%
NA
1581
Nordwand Advisors
Pennsylvania
$258K +$258K +2,340 New
OFS
1582
OneAscent Financial Services
Alabama
$256K +$256K +2,325 New
CMAI
1583
Capital Management Associates Inc
Minnesota
$256K -$255K -2,316 -50%
TPWM
1584
Twelve Points Wealth Management
Massachusetts
$255K – – –
LFA
1585
Longview Financial Advisors
Alabama
$255K +$330 +3 +0.1%
FCM
1586
Fortis Capital Management
Washington
$254K -$150K -1,360 -37%
MC
1587
Mathes Company
New York
$253K – – –
SI
1588
Seeds Investor
New York
$253K – – –
DFC
1589
DB Fitzpatrick & Co
Idaho
$253K -$3.08K -28 -1%
VAMG
1590
Voisard Asset Management Group
Michigan
$252K – – –
Chevy Chase Trust
1591
Chevy Chase Trust
Maryland
$252K +$3.19K +29 +1%
SWP
1592
Strategic Wealth Partners
Ohio
$250K +$250K +2,275 New
FFA
1593
Fragasso Financial Advisors
Pennsylvania
$250K -$2.75K -25 -1%
RCA
1594
Resonant Capital Advisors
Wisconsin
$250K +$110 +1 +0%
PP
1595
Patten & Patten
Tennessee
$248K -$44K -400 -15%
SC
1596
SouthState Corp
Florida
$247K +$4.63K +42 +2%
SFG
1597
SevenBridge Financial Group
Pennsylvania
$246K – – –
BIP
1598
Blue Investment Partners
California
$245K – – –
SWG
1599
Summit Wealth Group
Vermont
$245K – – –
PPW
1600
Presilium Private Wealth
Pennsylvania
$245K -$13.2K -120 -5%
62 63
64
65 66