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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 %
ZBNA
1676
Zions Bancorporation, National Association
Utah
$209K – – –
BTIM
1677
BancFirst Trust & Investment Management
Oklahoma
$208K +$208K +1,896 New
AWP
1678
Abacus Wealth Partners
California
$207K +$207K +1,880 New
PRTG
1679
Post Resch Tallon Group
New York
$205K +$205K +1,861 New
RWM
1680
Riverbend Wealth Management
South Carolina
$205K +$205K +1,860 New
NPF
1681
Norris Perne & French
Michigan
$205K +$205K +1,860 New
RW
1682
Ridgeline Wealth
Arizona
$204K -$43.5K -395 -18%
TCM
1683
Tandem Capital Management
New Jersey
$204K +$204K +1,853 New
SW
1684
Solidarity Wealth
Utah
$204K +$204K +1,850 New
TWP
1685
Tyche Wealth Partners
Texas
$203K +$203K +1,847 New
RWM
1686
Rockline Wealth Management
New York
$203K +$203K +1,841 New
EGA
1687
E&G Advisors
Texas
$203K +$203K +1,840 New
FVWA
1688
Foster Victor Wealth Advisors
South Carolina
$203K +$203K +1,827 New
SIG
1689
Stonegate Investment Group
Alabama
$202K +$202K +1,838 New
TH
1690
TCTC Holdings
Texas
$202K – – –
CPG
1691
Cornerstone Planning Group
New Jersey
$201K -$79.4K -702 -28%
BL
1692
BFSG LLC
California
$200K – – –
CPA
1693
Cardiff Park Advisors
California
$198K – – –
SC
1694
Soundwatch Capital
Connecticut
$192K +$192K +18,600 New
CP
1695
Covenant Partners
Tennessee
$191K – – –
AG
1696
AmeriFlex Group
Nevada
$188K – – –
EWM
1697
Evermay Wealth Management
Virginia
$186K -$40.4K -367 -18%
BHWM
1698
Beaird Harris Wealth Management
Texas
$183K – – –
APW
1699
Atlantic Private Wealth
North Carolina
$176K +$220 +2 +0.1%
AA
1700
Addison Advisors
Vermont
$169K – – –
66 67
68
69 70