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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 %
CCC
1901
Compass Capital Corp
Massachusetts
– -$214K -2,448 Closed
UFA
1902
Uptown Financial Advisors
Texas
– -$226K -2,430 Closed
GS
1903
GTS Securities
New York
– -$220K -2,372 Closed
NPFS
1904
Novak & Powell Financial Services
Florida
– -$385K -1,952 Closed
SIS
1905
Strategic Investment Solutions
Illinois
– -$168K -1,805 Closed
CWM
1906
Compass Wealth Management
Connecticut
– -$107K -1,152 Closed
AF
1907
Atala Financial
California
– -$99.4K -1,070 Closed
WAOTB
1908
Wealth Advisors of Tampa Bay
Florida
– -$80.3K -865 Closed
FFC
1909
First Financial Corp
Indiana
– -$74.7K -805 Closed
MIFH
1910
Migdal Insurance & Financial Holdings
Israel
– -$74K -800 Closed
NMG
1911
New Millennium Group
Utah
– -$60.5K -652 Closed
RWM
1912
Ruedi Wealth Management
Illinois
– -$59.7K -643 Closed
QT
1913
Quantbot Technologies
New York
– -$55.9K -602 Closed
CHAM
1914
Clear Harbor Asset Management
Connecticut
– -$55K -592 Closed
GWSA
1915
Global Wealth Strategies & Associates
Colorado
– -$45.7K -492 Closed
IWM
1916
IMG Wealth Management
Florida
– -$43K -463 Closed
CCM
1917
Cloud Capital Management
Washington
– -$36K -391 Closed
MSWM
1918
Mowery & Schoenfeld Wealth Management
Illinois
– -$32.8K -353 Closed
WA
1919
Whipplewood Advisors
Colorado
– -$4.55K -350 Closed
WT
1920
Washington Trust
Rhode Island
– -$31.8K -343 Closed
EF
1921
Elite Financial
Idaho
– -$26K -290 Closed
1IA
1922
1620 Investment Advisors
Massachusetts
– -$15.8K -170 Closed
MIM
1923
Marshall Investment Management
Colorado
– -$15.7K -169 Closed
FNWA
1924
Financial Network Wealth Advisors
Utah
– -$9.47K -102 Closed
SIC
1925
SJS Investment Consulting
Ohio
– -$5.11K -55 Closed
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