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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 %
OWP
1801
ORG Wealth Partners
Texas
$30.3K -$21K -193 -41%
BCM
1802
Boreal Capital Management
Florida
$29.7K +$29.7K +270 New
DF
1803
DecisionPoint Financial
Arizona
$28.9K – – –
FCMT
1804
Founders Capital Management (Texas)
Texas
$27.5K – – –
CB
1805
Centennial Bank
Arkansas
$25.8K – – –
MFA
1806
Morling Financial Advisors
California
$25.8K – – –
ME
1807
McIlrath & Eck
Washington
$25K – – –
TCA
1808
Trifecta Capital Advisors
Illinois
$24.2K – – –
HIIFS
1809
Harel Insurance Investments & Financial Services
Israel
$24K – – –
BCM
1810
Basso Capital Management
Connecticut
$22.1K – – –
CCMI
1811
Creative Capital Management Investments
California
$22K – – –
Allspring Global Investments
1812
Allspring Global Investments
North Carolina
$20.7K -$114K -1,048 -85%
TIM
1813
Total Investment Management
Arizona
$20.1K +$20.1K +182 New
QPBE
1814
Quintet Private Bank (Europe)
Luxembourg
$19.3K – – –
CAM
1815
Creekmur Asset Management
Illinois
$17.1K – – –
PP
1816
Pacifica Partners
Canada
$16.4K – – –
HWM
1817
Horizons Wealth Management
North Carolina
$16.3K – – –
CVM
1818
Cheviot Value Management
California
$16.2K +$10.7K +93 +194%
DWM
1819
Dogwood Wealth Management
Kansas
$15.1K -$43.1K -392 -74%
FMB
1820
Field & Main Bank
Kentucky
$14.1K – – –
CPBTD
1821
Central Pacific Bank - Trust Division
Hawaii
$14K – – –
MAWAG
1822
Mid-American Wealth Advisory Group
Missouri
$13.8K +$13.8K +125 New
RFA
1823
Reyes Financial Architecture
California
$13.3K – – –
MWM
1824
MGB Wealth Management
Texas
$12.3K +$12.3K +112 New
CTWM
1825
Cherry Tree Wealth Management
Minnesota
$11.6K – – –
71 72
73
74 75