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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 %
PPW
1601
Presilium Private Wealth
Pennsylvania
$245K -$13.2K -120 -5%
FTUS
1602
Flow Traders U.S.
New York
$244K +$244K +2,217 New
A
1603
Argentarii
Ohio
$243K -$23.5K -213 -9%
CWM
1604
Cordatus Wealth Management
Pennsylvania
$242K +$242K +2,200 New
DJYG
1605
David J. Yvars Group
Florida
$242K +$242K +2,196 New
VWA
1606
VSM Wealth Advisory
Maryland
$241K +$220 +2 +0.1%
OFS
1607
Oldfather Financial Services
Nebraska
$241K +$241K +2,192 New
Victory Capital Management
1608
Victory Capital Management
Texas
$241K +$241K +2,192 New
JF
1609
JSF Financial
California
$241K +$110 +1 +0%
FWP
1610
Forefront Wealth Partners
Texas
$241K +$241K +2,373 New
SC
1611
Schoolcraft Capital
Colorado
$241K -$176K -1,594 -42%
AB
1612
ANB Bank
Colorado
$241K -$8.7K -79 -3%
FBT
1613
First Bank & Trust
South Dakota
$240K -$37.7K -342 -14%
CT
1614
Colonial Trust
South Carolina
$239K – – –
MCFP
1615
Mallini Complete Financial Planning
Florida
$238K -$201K – –
GCA
1616
Greenwood Capital Associates
South Carolina
$238K – – –
LFS
1617
Legacy Financial Strategies
Kansas
$237K +$237K +2,157 New
ECM
1618
Exchange Capital Management
Michigan
$237K – – –
EIA
1619
Edgemoor Investment Advisors
Maryland
$237K +$237K +2,153 New
AO
1620
Advisor OS
Illinois
$236K +$236K +2,146 New
GAG
1621
Goodman Advisory Group
Massachusetts
$236K – – –
AIFS
1622
A&I Financial Services
Colorado
$235K +$235K +2,137 New
SA
1623
Stewardship Advisors
Pennsylvania
$235K +$235K +2,136 New
MFG
1624
Menard Financial Group
Texas
$234K – – –
PWP
1625
Perfromance Wealth Partners
Illinois
$234K +$234K +2,124 New
63 64
65
66 67