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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 %
AP
1751
Aspect Partners
Virginia
$79.3K – – –
FMTCOCP
1752
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K +$77K +695 New
AIC
1753
Archer Investment Corporation
Indiana
$75K – – –
GBA
1754
Garrison Bradford & Associates
New York
$74.5K – – –
RP
1755
Rice Partnership
Hawaii
$73.5K – – –
VWWMG
1756
Vermillion & White Wealth Management Group
Pennsylvania
$70.7K – – –
POIA
1757
Pin Oak Investment Advisors
Texas
$70K -$3.67K -40 -5%
Lazard Asset Management
1758
Lazard Asset Management
New York
$70K – – –
IBOK
1759
Independence Bank of Kentucky
Kentucky
$68.8K +$8.26K +75 +14%
CICI
1760
Capital Investment Counsel Inc
North Carolina
$67.4K – – –
SC
1761
Sawyer & Company
Massachusetts
$66K – – –
RF
1762
Roxbury Financial
New Jersey
$63.8K +$3.75K +34 +6%
CCM
1763
Chilton Capital Management
Texas
$63.4K – – –
BIG
1764
Brooklyn Investment Group
New York
$62.4K +$45.5K +413 +268%
NRG
1765
Nemes Rush Group
Michigan
$61.2K +$8.15K +74 +15%
WIM
1766
Westside Investment Management
California
$61.1K – – –
CWP
1767
Concord Wealth Partners
Virginia
$60.7K – – –
VWA
1768
Valued Wealth Advisors
Utah
$59.3K -$271K -2,464 -82%
ATC
1769
Adirondack Trust Company
New York
$59.1K – – –
CW
1770
Curio Wealth
Maryland
$57.1K +$57K +518 +51,800%
PSFG
1771
Park Square Financial Group
Georgia
$56.2K – – –
TWD
1772
True Wealth Design
Ohio
$55.2K – – –
OHWP
1773
Oak Harbor Wealth Partners
North Carolina
$54.7K +$5.73K +52 +12%
HWA
1774
HHM Wealth Advisors
Tennessee
$53K – – –
KA
1775
Kozak & Associates
Colorado
$52.2K +$111 +1 +0.2%
69 70
71
72 73