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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
SW
401
Simplicity Wealth
New Jersey
$8.14M
AFW
402
Atlantic Family Wealth
Florida
$8.14M
PRAG
403
Portfolio Resources Advisor Group
Florida
$8.13M
BFG
404
Beto Financial Group
Idaho
$8.12M
RSWM
405
Robertson Stephens Wealth Management
California
$8.12M
CWAI
406
Core Wealth Advisors (Indiana)
Indiana
$8.06M
NCM
407
Next Capital Management
New York
$8.06M
SIA
408
SGL Investment Advisors
Montana
$8.01M
AG
409
AlTi Global
New York
$8M
TRCT
410
Tower Research Capital (TRC)
New York
$7.96M
OWCM
411
One Wealth Capital Management
Arizona
$7.96M
BFG
412
Bleakley Financial Group
New Jersey
$7.96M
NP
413
NorthRock Partners
Minnesota
$7.91M
CWM
414
Curtis Wealth Management
Nevada
$7.84M
FAM
415
Frontier Asset Management
Wyoming
$7.72M
PWAC
416
Private Wealth Advisors (California)
California
$7.71M
LWA
417
Lifelong Wealth Advisors
Minnesota
$7.66M
CIAS
418
Capital Investment Advisory Services
North Carolina
$7.66M
GT
419
Glenmede Trust
Pennsylvania
$7.65M
SGWM
420
Sterling Group Wealth Management
California
$7.64M
EFG
421
Embree Financial Group
Illinois
$7.61M
BAM
422
Belpointe Asset Management
Nevada
$7.58M
DAS
423
Diversify Advisory Services
Utah
$7.57M
GFP
424
Gryphon Financial Partners
Ohio
$7.56M
FFA
425
First Foundation Advisors
California
$7.56M