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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 %
NAMNJ
1651
NorthStar Asset Management (New Jersey)
New Jersey
$220K +$220K +1,995 New
RWA
1652
Redhawk Wealth Advisors
Minnesota
$219K +$219K +1,994 New
DWA
1653
Delos Wealth Advisors
Texas
$219K +$219K +1,992 New
IWM
1654
Integris Wealth Management
California
$219K +$219K +1,991 New
AGA
1655
Arkos Global Advisors
Texas
$218K +$218K +1,984 New
NFTC
1656
North Forty Two & Co
Oregon
$217K +$217K +1,972 New
HFO
1657
Heritage Family Offices
Arizona
$216K – – –
IP
1658
Ignite Planners
California
$216K +$216K +1,919 New
CFA
1659
Capstone Financial Advisors
Illinois
$216K +$216K +1,958 New
MCM
1660
Mattern Capital Management
Colorado
$215K -$62.3K -566 -22%
AA
1661
Aire Advisors
California
$215K -$26.6K -242 -11%
PPWP
1662
Premier Path Wealth Partners
New Jersey
$215K +$215K +1,950 New
FNBOMD
1663
First National Bank of Mount Dora
Florida
$214K +$214K +1,948 New
DPW
1664
DiNuzzo Private Wealth
Pennsylvania
$214K – – –
GI
1665
Gradient Investments
Minnesota
$213K +$213K +1,936 New
FBFS
1666
First Business Financial Services
Wisconsin
$213K +$213K +1,933 New
BIG
1667
Builder Investment Group
Georgia
$213K +$213K +1,931 New
BA
1668
Bluesphere Advisors
Pennsylvania
$212K -$74.5K -677 -26%
CAS
1669
Coppell Advisory Solutions
Texas
$212K +$212K +1,935 New
IFA
1670
Interactive Financial Advisors
Illinois
$211K +$211K +1,918 New
IWM
1671
Inlight Wealth Management
Georgia
$211K – – –
CAM
1672
Covenant Asset Management
New Jersey
$211K +$211K +1,914 New
NWM
1673
Nova Wealth Management
Florida
$210K -$2.86K -26 -1%
BIAS
1674
Beacon Investment Advisory Services
New Jersey
$210K +$210K +1,907 New
FAG
1675
Fortitude Advisory Group
Washington
$209K +$209K +1,898 New
65 66
67
68 69