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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
TCBWMS
326
Texas Capital Bank Wealth Management Services
Texas
$11.5M
WFAG
327
Wescott Financial Advisory Group
Pennsylvania
$11.5M
OC
328
Oppenheimer & Co
New York
$11.4M
CCM
329
Coldstream Capital Management
Washington
$11.3M
BWM
330
BKM Wealth Management
Wisconsin
$11.3M
GFA
331
Godfrey Financial Associates
New York
$11.3M
PA
332
Parallel Advisors
California
$11.2M
TWM
333
TSA Wealth Management
Texas
$11.2M
AWP
334
Avid Wealth Partners
Texas
$11.1M
PCIA
335
Prime Capital Investment Advisors
Kansas
$11.1M
BFM
336
Broadview Financial Management
Wisconsin
$11M
AAS
337
Ameritas Advisory Services
Nebraska
$10.9M
ABC
338
Associated Banc-Corp
Wisconsin
$10.9M
NWAG
339
Net Worth Advisory Group
Utah
$10.8M
NBWM
340
North Berkeley Wealth Management
California
$10.8M
IA
341
IFG Advisory
Georgia
$10.8M
PBO
342
Peoples Bank (Ohio)
Ohio
$10.8M
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$10.7M
LKWM
344
Lee-Kelleher Wealth Management
Maryland
$10.7M
WFA
345
Wellspring Financial Advisors
Ohio
$10.7M
IAG
346
Investment Advisory Group
Massachusetts
$10.6M
EWM
347
EPG Wealth Management
Georgia
$10.6M
EPA
348
Element Pointe Advisors
Florida
$10.6M
SWM
349
SigFig Wealth Management
California
$10.2M
TFG
350
Tilson Financial Group
New Jersey
$10.1M