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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 %
YIH
1876
Y-Intercept (HK)
Hong Kong
– -$517K -5,569 Closed
BMWM
1877
Brown Miller Wealth Management
Virginia
– -$510K -5,498 Closed
ACP
1878
Aveo Capital Partners
Colorado
– -$511K -5,293 Closed
MA
1879
Mosaic Advisors
Texas
– -$456K -4,912 Closed
AFA
1880
Arlington Financial Advisors
California
– -$408K -4,396 Closed
RA
1881
Ruggaard & Associates
Ohio
– -$377K -4,059 Closed
SWM
1882
Shakespeare Wealth Management
Wisconsin
– -$361K -3,884 Closed
T. Rowe Price Associates
1883
T. Rowe Price Associates
Maryland
– -$356K -3,836 Closed
NCTC
1884
New Covenant Trust Company
Indiana
– -$352K -3,801 Closed
MF
1885
Montis Financial
Massachusetts
– -$347K -3,741 Closed
Jennison Associates
1886
Jennison Associates
New York
– -$336K -3,616 Closed
Balyasny Asset Management
1887
Balyasny Asset Management
Illinois
– -$320K -3,449 Closed
EP
1888
Edgestream Partners
New Jersey
– -$310K -3,339 Closed
KFG
1889
Kingdom Financial Group
Arizona
– -$301K -3,240 Closed
RRWA
1890
Rainey & Randall Wealth Advisors
Florida
– -$293K -3,158 Closed
VWS
1891
Virtus Wealth Solutions
New Jersey
– -$283K -3,050 Closed
YCM
1892
Yousif Capital Management
Michigan
– -$255K -2,750 Closed
NC
1893
NovaPoint Capital
Georgia
– -$254K -2,740 Closed
CIBC World Market
1894
CIBC World Market
Ontario, Canada
– -$246K -2,655 Closed
FFS
1895
Fischer Financial Services
Pennsylvania
– -$241K -2,600 Closed
MCM
1896
Maple Capital Management
Vermont
– -$236K -2,546 Closed
PMWMG
1897
Parr McKnight Wealth Management Group
Minnesota
– -$228K -2,457 Closed
CCC
1898
Compass Capital Corp
Massachusetts
– -$214K -2,448 Closed
UFA
1899
Uptown Financial Advisors
Texas
– -$226K -2,430 Closed
GS
1900
GTS Securities
New York
– -$220K -2,372 Closed
73 74 75
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