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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 %
AFAS
1626
Acorn Financial Advisory Services
Virginia
$233K -$41.7K -379 -15%
GC
1627
Guidance Capital
Kentucky
$233K -$19.4K -174 -8%
DOA
1628
D'Orazio & Associates
Virginia
$232K -$52.2K -474 -18%
BPFA
1629
Barnes Pettey Financial Advisors
Mississippi
$231K +$231K +2,100 New
ICP
1630
Impact Capital Partners
Colorado
$230K +$230K +2,092 New
LPT
1631
Legacy Private Trust
Wisconsin
$230K +$230K +2,088 New
JIP
1632
Jaffetilchin Investment Partners
Florida
$228K -$17.7K -161 -7%
TI
1633
Tidal Investments
Wisconsin
$228K +$228K +2,072 New
PA
1634
Planning Alternatives
Michigan
$227K +$227K +2,063 New
HSG
1635
Helen Stephens Group
Texas
$225K +$225K +2,045 New
CST
1636
Charles Schwab Trust
Nevada
$225K +$225K +2,041 New
SHF
1637
Stage Harbor Financial
Massachusetts
$225K +$225K +2,040 New
PTP
1638
Platform Technology Partners
New York
$225K +$225K +2,040 New
VCM
1639
Vivaldi Capital Management
Illinois
$225K -$17.2K -156 -7%
WA
1640
WESPAC Advisors
California
$224K -$1.38M -12,571 -86%
TP
1641
Tranquility Partners
Tennessee
$224K +$224K +2,034 New
CWP
1642
Cyndeo Wealth Partners
Florida
$224K +$224K +2,034 New
HI
1643
Human Investing
Oregon
$224K -$62.2K -565 -22%
CWM
1644
CarsonAllaria Wealth Management
Illinois
$224K +$91.6K +832 +69%
LBC
1645
Leigh Baldwin & Co
New York
$223K +$223K +2,021 New
CWM
1646
Centric Wealth Management
Illinois
$221K +$221K +1,927 New
PHAM
1647
Palisades Hudson Asset Management
Florida
$221K +$221K +2,010 New
WTA
1648
Washington Trust Advisors
Massachusetts
$221K -$551 -5 -0.2%
PGF
1649
Plan Group Financial
Oklahoma
$221K +$221K +2,007 New
NIM
1650
Northeast Investment Management
Massachusetts
$221K +$221K +2,004 New
64 65
66
67 68