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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 %
APW
1701
Atlantic Private Wealth
North Carolina
$176K +$220 +2 +0.1%
AA
1702
Addison Advisors
Vermont
$169K – – –
FPB
1703
First PREMIER Bank
South Dakota
$168K – – –
HWM
1704
Hemington Wealth Management
Virginia
$168K – – –
AWM
1705
Abound Wealth Management
Tennessee
$163K -$99.6K -905 -38%
ITIM
1706
Indiana Trust & Investment Management
Indiana
$160K – – –
BSB
1707
Bangor Savings Bank
Maine
$159K -$2.75K -25 -2%
LWA
1708
Lowe Wealth Advisors
Maryland
$159K – – –
GWSG
1709
GPS Wealth Strategies Group
Colorado
$151K +$110 +1 +0.1%
HAP
1710
Harbor Asset Planning
Massachusetts
$148K +$148K +1,347 New
CSWG
1711
Cardinal Strategic Wealth Guidance
Kentucky
$146K – – –
CFFP
1712
Center for Financial Planning
Michigan
$145K – – –
RTL
1713
Red Tortoise LLC
Georgia
$145K – – –
CBT
1714
CoreFirst Bank & Trust
Kansas
$142K +$142K +1,292 New
IIL
1715
Insight Inv LLC
California
$141K – – –
FWM
1716
FSA Wealth Management
Massachusetts
$130K – – –
BMM
1717
Berkshire Money Management
Massachusetts
$129K -$207K -1,884 -62%
CT
1718
Clearstead Trust
Maine
$129K – – –
WWM
1719
Wolff Wiese Magana
California
$128K – – –
BFP
1720
Briaud Financial Planning
Texas
$126K +$56.1K +512 +80%
TFG
1721
Team Financial Group
California
$124K +$124K +1,131 New
RIA
1722
Realta Investment Advisors
Delaware
$124K -$52K -472 -30%
WTFG
1723
Wood Tarver Financial Group
Idaho
$121K – – –
MAS
1724
MPWM Advisory Solutions
Georgia
$120K – – –
PA
1725
Pineridge Advisors
Missouri
$120K +$117K +1,058 +3,527%
67 68
69
70 71