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