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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,842 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
1,842
Holders Change
+38
Holders Change %
+2.11%
% of All Funds
24.7%
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 %
AWM
1776
Avondale Wealth Management
Texas
$50.6K – – –
PCA
1777
Providence Capital Advisors
North Carolina
$50.3K +$50.3K +457 New
CJH
1778
Christopher J. Hasenberg
Wisconsin
$49.8K – – –
CMBA
1779
C.M. Bidwell & Associates
Hawaii
$49.8K – – –
HIW
1780
Holos Integrated Wealth
Pennsylvania
$48.8K -$61K -532 -56%
PP
1781
PrairieView Partners
Minnesota
$48K – – –
DJSG
1782
D.J. St. Germain
Massachusetts
$46.6K +$40.4K +367 +655%
MDCM
1783
Morgan Dempsey Capital Management
Wisconsin
$44K +$44K +400 New
HWM
1784
HighMark Wealth Management
Minnesota
$43.8K +$4.62K +42 +12%
AP
1785
Atwood & Palmer
Missouri
$43.6K – – –
CFS
1786
Compass Financial Services
Iowa
$43K +$110 +1 +0.3%
FCG
1787
Financial Connections Group
California
$41K – – –
BAM
1788
Bellevue Asset Management
Washington
$39.2K -$5.96K -54 -13%
BTD
1789
BankPlus Trust Department
Mississippi
$39.1K – – –
OAJ
1790
Ogorek Anthony Joseph
New York
$39K – – –
PP
1791
PFS Partners
New Jersey
$37.1K -$13.3K -121 -26%
RIM
1792
Ryan Investment Management
Colorado
$36.4K +$36.4K +331 New
CWM
1793
Copia Wealth Management
Oregon
$33K – – –
GG
1794
Gleason Group
Kentucky
$32.7K – – –
GA
1795
GoalVest Advisory
New York
$32.1K – – –
MFC
1796
Mechanics Financial Corp
Ohio
$31.9K – – –
FAM
1797
Flaharty Asset Management
Florida
$31.3K – – –
DWM
1798
Darwin Wealth Management
Florida
$30.5K -$171K -1,544 -85%
OWP
1799
ORG Wealth Partners
Texas
$30.3K -$21K -193 -41%
BCM
1800
Boreal Capital Management
Florida
$29.7K +$29.7K +270 New
70 71
72
73 74