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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 %
MIA
1726
Milestone Investment Advisors
Wisconsin
$118K – – –
PCM
1727
Perritt Capital Management
Illinois
$117K +$110 +1 +0.1%
BCCM
1728
Black Cypress Capital Management
Florida
$117K -$25.6K -233 -18%
BC
1729
Bulwark Capital
Florida
$115K +$115K +1,044 New
HC
1730
Hoese & Co
Minnesota
$114K – – –
IAS
1731
IMA Advisory Services
Colorado
$114K – – –
RFA
1732
Register Financial Advisors
Georgia
$114K – – –
AIM
1733
Anchor Investment Management
South Carolina
$111K – – –
JFG
1734
JDM Financial Group
Texas
$110K – – –
PAI
1735
Pittenger & Anderson Inc
Nebraska
$106K – – –
MPWT
1736
MassMutual Private Wealth & Trust
Connecticut
$106K -$26.6K -242 -20%
M
1737
MOTCO
Texas
$105K – – –
TAM
1738
Townsend Asset Management
North Carolina
$105K – – –
MMCM
1739
Murphy & Mullick Capital Management
New York
$101K -$53.2K -467 -35%
BL
1740
Balentine LLC
Georgia
$96.2K – – –
HI
1741
Hoey Investments
Pennsylvania
$95.2K – – –
ANBT
1742
American National Bank & Trust
Texas
$94K – – –
AIA
1743
Armor Investment Advisors
North Carolina
$92.3K – – –
BA
1744
Ballast Advisors
Minnesota
$92.3K – – –
RA
1745
Rise Advisors
New York
$90.3K +$110 +1 +0.1%
GK
1746
Graney & King
New York
$90K -$2.97K -27 -3%
TCM
1747
Tradewinds Capital Management
Washington
$88.9K -$38.1K -346 -30%
TCM
1748
TruNorth Capital Management
Michigan
$88.3K – – –
HFS
1749
Hantz Financial Services
Michigan
$88K +$14.3K +130 +19%
FFA
1750
Frazier Financial Advisors
Ohio
$83.4K +$110 +1 +0.1%
68 69
70
71 72