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iShares S&P 500 Growth ETF

2,040 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 744 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:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
DF
376
Daviman Financial
Indiana
$9.45M
CFG
377
Cosner Financial Group
Colorado
$9.32M
SC
378
Sapient Capital
Indiana
$9.24M
TVM
379
True Vision MN
Minnesota
$9.23M
VAS
380
Vestmark Advisory Solutions
Massachusetts
$9.22M
LFWA
381
LiftPoint Family Wealth Advisors
New Jersey
$9.16M
KFP
382
KMG Fiduciary Partners
Ohio
$9.13M
TSW
383
Three Seasons Wealth
Utah
$9.12M
EIP
384
Ellis Investment Partners
Pennsylvania
$9.12M
BRWA
385
B. Riley Wealth Advisors
Florida
$9.11M
AEPWM
386
Atlantic Edge Private Wealth Management
Florida
$8.95M
EPW
387
Endeavor Private Wealth
Kansas
$8.94M
RPGK
388
Retirement Planning Group (Kansas)
Kansas
$8.83M
AFP
389
Ausdal Financial Partners
Iowa
$8.83M
PAS
390
PKS Advisory Services
New York
$8.8M
AIM
391
Advyzon Investment Management
Illinois
$8.78M
C
392
Croban
Ohio
$8.75M
SIAS
393
Summit Investment Advisory Services
Minnesota
$8.61M
SCG
394
Sonata Capital Group
Washington
$8.55M
IAN
395
Integrated Advisors Network
Texas
$8.49M
SIA
396
Soltis Investment Advisors
Utah
$8.49M
FMN
397
Financial Management Network
California
$8.46M
SPAS
398
Spectrum Planning & Advisory Services
California
$8.37M
AC
399
Avestar Capital
New York
$8.36M
COCM
400
Charter Oak Capital Management
New Hampshire
$8.31M