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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $48.4B → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
McNaughton Wealth Management
California
$17.7M
Prudential Financial
252
Prudential Financial
New Jersey
$17.6M
RFM
253
Royal Fund Management
Florida
$17.6M
LSA
254
Lansing Street Advisors
Pennsylvania
$17.6M
MCM
255
M1 Capital Management
Michigan
$17.5M
CA
256
CoreCap Advisors
Michigan
$17.5M
CWS
257
Cypress Wealth Services
California
$17.4M
AssetMark Inc
258
AssetMark Inc
California
$17.3M
COFSG
259
Carbahal Olsen Financial Services Group
California
$17.3M
JWA
260
JFS Wealth Advisors
Pennsylvania
$17.1M
FTS
261
Fifth Third Securities
Ohio
$16.8M
MA
262
Mutual Advisors
Nebraska
$16.8M
CPSC
263
Carl P. Sherr & Co
Massachusetts
$16.2M
ATC
264
Argent Trust Co
Tennessee
$16.1M
SAM
265
Silvercrest Asset Management
New York
$15.9M
SC
266
Savant Capital
Illinois
$15.8M
PS
267
Planned Solutions
California
$15.8M
LIA
268
LBMC Investment Advisors
Tennessee
$15.7M
AWA
269
American Wealth Advisors
Georgia
$15.7M
DWM
270
Diversify Wealth Management
Utah
$15.6M
I
271
INVST
Indiana
$15.5M
AllianceBernstein
272
AllianceBernstein
Tennessee
$15.4M
Brown Advisory
273
Brown Advisory
Maryland
$15.3M
SA
274
Sovran Advisors
California
$15.2M
PCTC
275
Perkins Coie Trust Company
Washington
$15.1M