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iShares S&P 500 Growth ETF

2,000 hedge funds and large institutions have $49.1B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 672 increasing their positions, 733 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 → $49.1B (+$784M)

0.24% more ownership

Funds ownership: 73%73.24% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 733

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
PFPG
301
Pinnacle Financial Partners (Georgia)
Georgia
$13.2M
LFAS
302
Level Four Advisory Services
Texas
$13.2M
NB
303
Nicolet Bankshares
Wisconsin
$13.1M
AC
304
Apella Capital
Connecticut
$13M
CFSG
305
Clark Financial Services Group
Missouri
$13M
EFG
306
Ehrlich Financial Group
California
$12.9M
WWA
307
WCG Wealth Advisors
Nevada
$12.9M
AA
308
Ancora Advisors
Ohio
$12.8M
PFG
309
Pacific Financial Group
Washington
$12.7M
PWM
310
Perigon Wealth Management
California
$12.7M
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$12.4M
HW
312
Hancock Whitney
Mississippi
$12.4M
PCA
313
Pallas Capital Advisors
Massachusetts
$12.3M
FFWA
314
Forthright Family Wealth Advisory
Texas
$12.2M
HFW
315
Horizon Family Wealth
Illinois
$12.2M
FP
316
Financial Perspectives
Minnesota
$12.2M
FFBTD
317
First Financial Bank - Trust Division
Ohio
$12.1M
ONB
318
Old National Bancorp
Indiana
$12M
GVAG
319
Great Valley Advisor Group
Delaware
$11.8M
HCM
320
Howard Capital Management
Georgia
$11.7M
QPWM
321
Quadrant Private Wealth Management
Pennsylvania
$11.6M
TIAA Trust, National Association
322
TIAA Trust, National Association
North Carolina
$11.6M
GWM
323
Geneos Wealth Management
Colorado
$11.6M
HI
324
Harbour Investments
Wisconsin
$11.5M
TCBWMS
325
Texas Capital Bank Wealth Management Services
Texas
$11.5M