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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
WANY
301
Wealthspire Advisors (New York)
New York
$13.2M
PFPG
302
Pinnacle Financial Partners (Georgia)
Georgia
$13.2M
LFAS
303
Level Four Advisory Services
Texas
$13.2M
NB
304
Nicolet Bankshares
Wisconsin
$13.1M
AC
305
Apella Capital
Connecticut
$13M
CFSG
306
Clark Financial Services Group
Missouri
$13M
EFG
307
Ehrlich Financial Group
California
$12.9M
WWA
308
WCG Wealth Advisors
Nevada
$12.9M
AA
309
Ancora Advisors
Ohio
$12.8M
PFG
310
Pacific Financial Group
Washington
$12.7M
PWM
311
Perigon Wealth Management
California
$12.7M
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$12.4M
HW
313
Hancock Whitney
Mississippi
$12.4M
PCA
314
Pallas Capital Advisors
Massachusetts
$12.3M
FFWA
315
Forthright Family Wealth Advisory
Texas
$12.2M
HFW
316
Horizon Family Wealth
Illinois
$12.2M
FP
317
Financial Perspectives
Minnesota
$12.2M
FFBTD
318
First Financial Bank - Trust Division
Ohio
$12.1M
ONB
319
Old National Bancorp
Indiana
$12M
GVAG
320
Great Valley Advisor Group
Delaware
$11.8M
HCM
321
Howard Capital Management
Georgia
$11.7M
QPWM
322
Quadrant Private Wealth Management
Pennsylvania
$11.6M
TIAA Trust, National Association
323
TIAA Trust, National Association
North Carolina
$11.6M
GWM
324
Geneos Wealth Management
Colorado
$11.6M
HI
325
Harbour Investments
Wisconsin
$11.5M