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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,844 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
1,844
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
24.72%
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 %
FHC
151
First Heartland Consultants
Missouri
$28.4M +$9.22M +83,750 +48%
HGWM
152
Horst & Graben Wealth Management
Oregon
$28.1M -$3.69M -33,484 -12%
SFA
153
Sequoia Financial Advisors
Ohio
$28.1M +$505K +4,587 +2%
HFA
154
High Falls Advisors
New York
$27.8M -$4.08M -37,091 -13%
Financial Engines Advisors
155
Financial Engines Advisors
California
$27.7M -$2.62M -23,797 -9%
LWM
156
Liberty Wealth Management
California
$27.6M +$764K +6,936 +3%
SWP
157
ShoreHaven Wealth Partners
New Jersey
$27.6M -$1.01M -9,211 -4%
SAF
158
Smith Anglin Financial
Texas
$27.4M +$4.14M +37,622 +18%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$27.4M +$10.9M +98,826 +66%
DSA
160
Droms Strauss Advisors
Missouri
$27.3M -$134K -1,220 -0.5%
GL
161
Graypoint LLC
New York
$27M +$1.57M +14,240 +6%
KL
162
KWMG LLC
Kansas
$27M +$273K +2,480 +1%
B
163
Barings
North Carolina
$26.9M +$23.3M +211,581 +644%
SFS
164
Security Financial Services
Indiana
$26.9M -$2.13M -19,312 -7%
AWMG
165
ADG Wealth Management Group
Louisiana
$26.8M +$4.13M +37,468 +18%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$26.6M +$8.54M +77,563 +47%
GRP
167
Global Retirement Partners
California
$26.6M +$26.6M +241,360 New
IA
168
IFP Advisors
Florida
$26.5M +$22.5M +204,575 +572%
AWM
169
Apollon Wealth Management
South Carolina
$26.2M -$235K -2,137 -0.9%
CAG
170
Csenge Advisory Group
Florida
$25.9M -$424K -4,093 -2%
MC
171
McMorgan & Co
California
$25.8M -$520K -4,727 -2%
DA
172
Detalus Advisors
Missouri
$25.6M -$864K -7,850 -3%
MFG
173
Merit Financial Group
Georgia
$25.4M +$860K +7,811 +4%
SFI
174
SPC Financial Inc
Maryland
$25.2M -$533K -4,843 -2%
IA
175
Integrity Alliance
Iowa
$25.2M -$15.4M -140,202 -38%
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