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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,845 hedge funds and large institutions have $44.3B 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, 752 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+40
Holders Change %
+2.22%
% of All Funds
24.73%
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
752
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 %
KFS
201
Kelly Financial Services
Massachusetts
$20.5M -$1.57M -14,241 -7%
DWM
202
Dynasty Wealth Management
Florida
$20.4M -$4.13M -37,531 -17%
UB
203
UMB Bank
Missouri
$20.3M -$1.04M -9,437 -5%
KFSC
204
Keystone Financial Services (Colorado)
Colorado
$20.1M -$3.1M -28,168 -13%
FWP
205
FAS Wealth Partners
Kansas
$20.1M +$104K +942 +0.5%
IFS
206
Ifrah Financial Services
Arkansas
$20M -$286K -2,598 -1%
CIAS
207
CFS Investment Advisory Services
New Jersey
$19.8M -$1.73M -15,693 -8%
PFG
208
PAX Financial Group
Texas
$19.8M -$1.68M -15,229 -8%
CFO
209
Callan Family Office
Pennsylvania
$19.6M +$91.8K +834 +0.5%
TF
210
Trek Financial
Arizona
$19.6M -$714K -6,484 -4%
CAM
211
Cresset Asset Management
Illinois
$19.5M -$312K -2,836 -2%
EH
212
Equitable Holdings
New York
$19.4M -$5.32M -48,291 -22%
SIC
213
Sterling Investment Counsel
New York
$19.3M -$13.3M -120,598 -41%
VA
214
VestGen Advisors
Illinois
$19.3M -$1.12M -9,853 -5%
TWP
215
Triad Wealth Partners
Kansas
$19.2M -$1.06M -9,622 -5%
AFC
216
Adaptive Financial Consulting
Ohio
$19.2M -$1.07M -9,739 -5%
CA
217
CoreCap Advisors
Michigan
$19.1M +$3.95M +35,843 +26%
ISWM
218
Independent Solutions Wealth Management
New York
$18.9M +$142K +1,288 +0.8%
OAP
219
One Advisory Partners
Kansas
$18.8M -$1.02M -9,009 -5%
MAFA
220
MJT & Associates Financial Advisory
Minnesota
$18.7M +$510K +4,635 +3%
SAM
221
Silvercrest Asset Management
New York
$18.7M -$27.5K -250 -0.1%
Asset Management One
222
Asset Management One
Japan
$18.5M +$18.5M +167,800 New
SS
223
Sunbelt Securities
Texas
$18.4M +$251K +2,469 +1%
MWP
224
Meridian Wealth Partners
Pennsylvania
$18.1M -$18.6K -169 -0.1%
JIC
225
Johnson Investment Counsel
Ohio
$18.1M +$932K +8,469 +5%
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