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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 %
MWM
1876
Moulton Wealth Management
Washington
– -$638K -6,875 Closed
Millennium Management
1877
Millennium Management
New York
– -$605K -6,519 Closed
EWA
1878
ERTS Wealth Advisors
Michigan
– -$565K -6,086 Closed
YIH
1879
Y-Intercept (HK)
Hong Kong
– -$517K -5,569 Closed
BMWM
1880
Brown Miller Wealth Management
Virginia
– -$510K -5,498 Closed
ACP
1881
Aveo Capital Partners
Colorado
– -$511K -5,293 Closed
MA
1882
Mosaic Advisors
Texas
– -$456K -4,912 Closed
AFA
1883
Arlington Financial Advisors
California
– -$408K -4,396 Closed
RA
1884
Ruggaard & Associates
Ohio
– -$377K -4,059 Closed
SWM
1885
Shakespeare Wealth Management
Wisconsin
– -$361K -3,884 Closed
T. Rowe Price Associates
1886
T. Rowe Price Associates
Maryland
– -$356K -3,836 Closed
NCTC
1887
New Covenant Trust Company
Indiana
– -$352K -3,801 Closed
MF
1888
Montis Financial
Massachusetts
– -$347K -3,741 Closed
Jennison Associates
1889
Jennison Associates
New York
– -$336K -3,616 Closed
Balyasny Asset Management
1890
Balyasny Asset Management
Illinois
– -$320K -3,449 Closed
EP
1891
Edgestream Partners
New Jersey
– -$310K -3,339 Closed
KFG
1892
Kingdom Financial Group
Arizona
– -$301K -3,240 Closed
RRWA
1893
Rainey & Randall Wealth Advisors
Florida
– -$293K -3,158 Closed
VWS
1894
Virtus Wealth Solutions
New Jersey
– -$283K -3,050 Closed
YCM
1895
Yousif Capital Management
Michigan
– -$255K -2,750 Closed
NC
1896
NovaPoint Capital
Georgia
– -$254K -2,740 Closed
CIBC World Market
1897
CIBC World Market
Ontario, Canada
– -$246K -2,655 Closed
FFS
1898
Fischer Financial Services
Pennsylvania
– -$241K -2,600 Closed
MCM
1899
Maple Capital Management
Vermont
– -$236K -2,546 Closed
PMWMG
1900
Parr McKnight Wealth Management Group
Minnesota
– -$228K -2,457 Closed
73 74 75
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