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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,841 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, 561 increasing their positions, 751 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,841
Holders Change
+37
Holders Change %
+2.05%
% of All Funds
24.69%
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
561
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 %
MSWA
1826
Marshall & Sterling Wealth Advisors
New York
$9.5K +$109 +1 +1%
MBFW
1827
Morton Brown Family Wealth
Pennsylvania
$9.03K – – –
FGC
1828
Financial Gravity Companies
Texas
$8.92K +$8.92K +81 New
GWM
1829
Grand Wealth Management
Michigan
$8.34K -$8.01K -73 -49%
FLFS
1830
Family Legacy Financial Solutions
North Carolina
$8.23K +$8.23K +74 New
HHGA
1831
Halbert Hargrove Global Advisors
California
$7.82K – – –
MDA
1832
Minot DeBlois Advisors
Massachusetts
$7.16K – – –
PAG
1833
Paladin Advisory Group
Iowa
$7.16K +$3.52K +32 +97%
WB
1834
Webster Bank
Connecticut
$5.4K – – –
TC
1835
Trust Company
Kansas
$5.29K – – –
HR
1836
Howe & Rusling
New York
$4.83K – – –
NFSG
1837
Newbridge Financial Services Group
Florida
$4.4K -$10.1K -92 -70%
FS
1838
Financially Speaking
Colorado
$3.74K – – –
DFA
1839
DHJJ Financial Advisors
Illinois
$3.08K – – –
NC
1840
North Capital
Utah
$2.78K – – –
HT
1841
Headlands Technologies
Illinois
$1.65K -$205K -1,865 -99%
IHWM
1842
Iron Horse Wealth Management
Iowa
$1.32K – – –
AIM
1843
Arcadia Investment Management
Michigan
$1.1K – – –
VNA
1844
Valley National Advisers
Pennsylvania
$1K – – –
1NWS
1845
1 North Wealth Services
Maryland
$40 -$33 – –
TC
1846
TownSquare Capital
Utah
– -$31.9M -343,167 Closed
YCG
1847
Yeomans Consulting Group
Georgia
– -$19M -204,453 Closed
SA
1848
Scarborough Advisors
Maryland
– -$13.5M -145,734 Closed
Jane Street
1849
Jane Street
New York
– -$8.02M -86,444 Closed
KWM
1850
KFG Wealth Management
Indiana
– -$6.82M -73,484 Closed
72 73
74
75 76