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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 %
KWM
1851
KFG Wealth Management
Indiana
– -$6.82M -73,484 Closed
TCM
1852
TABR Capital Management
California
– -$6.65M -71,655 Closed
SIAS
1853
Summit Investment Advisory Services
Minnesota
– -$6.46M -69,558 Closed
PA
1854
PFG Advisors
Arizona
– -$5.72M -61,580 Closed
SFC
1855
Summit Financial Consulting
Michigan
– -$5.59M -60,236 Closed
ARC
1856
Advisor Resource Council
Texas
– -$5.46M -58,825 Closed
FCI
1857
Financial Counselors Inc
Kansas
– -$4.66M -50,168 Closed
AIA
1858
Arrow Investment Advisors
Maryland
– -$4.63M -49,823 Closed
GCM
1859
Graham Capital Management
Connecticut
– -$4.11M -44,310 Closed
DWA
1860
Dorsey Wright & Associates
California
– -$2.9M -31,279 Closed
EK
1861
Evensky & Katz
Florida
– -$2.21M -23,772 Closed
CWC
1862
Carolinas Wealth Consulting
North Carolina
– -$2.04M -22,002 Closed
LA
1863
Legacy Advisors
Pennsylvania
– -$1.44M -15,552 Closed
DZ Bank
1864
DZ Bank
Germany
– -$1.33M -14,348 Closed
BTWM
1865
Brass Tax Wealth Management
Ohio
– -$1.28M -13,751 Closed
DL
1866
DOHJ LLC
Washington
– -$1.26M -13,549 Closed
AI
1867
Arvest Investments
Arkansas
– -$1.19M -12,864 Closed
PR
1868
Payden & Rygel
California
– -$958K -10,322 Closed
RF
1869
RHS Financial
California
– -$954K -10,280 Closed
Tudor Investment Corp
1870
Tudor Investment Corp
Connecticut
– -$844K -9,093 Closed
TSS
1871
Two Sigma Securities
New York
– -$818K -8,808 Closed
WCF
1872
West Coast Financial
California
– -$738K -7,951 Closed
Amundi
1873
Amundi
France
– -$693K -7,468 Closed
MWM
1874
Moulton Wealth Management
Washington
– -$638K -6,875 Closed
Millennium Management
1875
Millennium Management
New York
– -$605K -6,519 Closed
73 74
75
76 77