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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
VAS
376
Vestmark Advisory Solutions
Massachusetts
$9.22M
LFWA
377
LiftPoint Family Wealth Advisors
New Jersey
$9.16M
KFP
378
KMG Fiduciary Partners
Ohio
$9.13M
TSW
379
Three Seasons Wealth
Utah
$9.12M
EIP
380
Ellis Investment Partners
Pennsylvania
$9.12M
BRWA
381
B. Riley Wealth Advisors
Florida
$9.11M
AEPWM
382
Atlantic Edge Private Wealth Management
Florida
$8.95M
EPW
383
Endeavor Private Wealth
Kansas
$8.94M
RPGK
384
Retirement Planning Group (Kansas)
Kansas
$8.83M
AFP
385
Ausdal Financial Partners
Iowa
$8.83M
PAS
386
PKS Advisory Services
New York
$8.8M
AIM
387
Advyzon Investment Management
Illinois
$8.78M
C
388
Croban
Ohio
$8.75M
SIAS
389
Summit Investment Advisory Services
Minnesota
$8.61M
SCG
390
Sonata Capital Group
Washington
$8.55M
IAN
391
Integrated Advisors Network
Texas
$8.49M
SIA
392
Soltis Investment Advisors
Utah
$8.49M
FMN
393
Financial Management Network
California
$8.46M
SPAS
394
Spectrum Planning & Advisory Services
California
$8.37M
AC
395
Avestar Capital
New York
$8.36M
COCM
396
Charter Oak Capital Management
New Hampshire
$8.31M
CAI
397
Capital Advisors Inc
Oklahoma
$8.25M
HSWS
398
Higgins & Schmidt Wealth Strategies
Colorado
$8.23M
WP
399
WealthPLAN Partners
Nebraska
$8.15M
SW
400
Simplicity Wealth
New Jersey
$8.14M