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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,843 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
1,843
Holders Change
+38
Holders Change %
+2.11%
% of All Funds
24.71%
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 %
A
1601
Argentarii
Ohio
$243K -$23.5K -213 -9%
CWM
1602
Cordatus Wealth Management
Pennsylvania
$242K +$242K +2,200 New
DJYG
1603
David J. Yvars Group
Florida
$242K +$242K +2,196 New
VWA
1604
VSM Wealth Advisory
Maryland
$241K +$220 +2 +0.1%
OFS
1605
Oldfather Financial Services
Nebraska
$241K +$241K +2,192 New
Victory Capital Management
1606
Victory Capital Management
Texas
$241K +$241K +2,192 New
JF
1607
JSF Financial
California
$241K +$110 +1 +0%
FWP
1608
Forefront Wealth Partners
Texas
$241K +$241K +2,373 New
SC
1609
Schoolcraft Capital
Colorado
$241K -$176K -1,594 -42%
AB
1610
ANB Bank
Colorado
$241K -$8.7K -79 -3%
FBT
1611
First Bank & Trust
South Dakota
$240K -$37.7K -342 -14%
CT
1612
Colonial Trust
South Carolina
$239K – – –
MCFP
1613
Mallini Complete Financial Planning
Florida
$238K -$201K – –
GCA
1614
Greenwood Capital Associates
South Carolina
$238K – – –
LFS
1615
Legacy Financial Strategies
Kansas
$237K +$237K +2,157 New
ECM
1616
Exchange Capital Management
Michigan
$237K – – –
EIA
1617
Edgemoor Investment Advisors
Maryland
$237K +$237K +2,153 New
AO
1618
Advisor OS
Illinois
$236K +$236K +2,146 New
GAG
1619
Goodman Advisory Group
Massachusetts
$236K – – –
AIFS
1620
A&I Financial Services
Colorado
$235K +$235K +2,137 New
SA
1621
Stewardship Advisors
Pennsylvania
$235K +$235K +2,136 New
MFG
1622
Menard Financial Group
Texas
$234K – – –
PWP
1623
Perfromance Wealth Partners
Illinois
$234K +$234K +2,124 New
AFAS
1624
Acorn Financial Advisory Services
Virginia
$233K -$41.7K -379 -15%
GC
1625
Guidance Capital
Kentucky
$233K -$19.4K -174 -8%
63 64
65
66 67