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iShares S&P 500 Growth ETF

2,040 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 744 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:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
SL
251
Sentinus LLC
Illinois
$18M
BTI
252
Blue Trust Inc
Georgia
$17.8M
MWM
253
McNaughton Wealth Management
California
$17.7M
Prudential Financial
254
Prudential Financial
New Jersey
$17.6M
RFM
255
Royal Fund Management
Florida
$17.6M
LSA
256
Lansing Street Advisors
Pennsylvania
$17.6M
MCM
257
M1 Capital Management
Michigan
$17.5M
CA
258
CoreCap Advisors
Michigan
$17.5M
CWS
259
Cypress Wealth Services
California
$17.4M
AssetMark Inc
260
AssetMark Inc
California
$17.3M
COFSG
261
Carbahal Olsen Financial Services Group
California
$17.3M
JWA
262
JFS Wealth Advisors
Pennsylvania
$17.1M
FTS
263
Fifth Third Securities
Ohio
$16.8M
MA
264
Mutual Advisors
Nebraska
$16.8M
CPSC
265
Carl P. Sherr & Co
Massachusetts
$16.2M
ATC
266
Argent Trust Co
Tennessee
$16.1M
SAM
267
Silvercrest Asset Management
New York
$15.9M
SC
268
Savant Capital
Illinois
$15.8M
PS
269
Planned Solutions
California
$15.8M
LIA
270
LBMC Investment Advisors
Tennessee
$15.7M
AWA
271
American Wealth Advisors
Georgia
$15.7M
DWM
272
Diversify Wealth Management
Utah
$15.6M
I
273
INVST
Indiana
$15.5M
AllianceBernstein
274
AllianceBernstein
Tennessee
$15.4M
Brown Advisory
275
Brown Advisory
Maryland
$15.3M