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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
AFW
401
Atlantic Family Wealth
Florida
$8.14M
PRAG
402
Portfolio Resources Advisor Group
Florida
$8.13M
BFG
403
Beto Financial Group
Idaho
$8.12M
RSWM
404
Robertson Stephens Wealth Management
California
$8.12M
CWAI
405
Core Wealth Advisors (Indiana)
Indiana
$8.06M
NCM
406
Next Capital Management
New York
$8.06M
SIA
407
SGL Investment Advisors
Montana
$8.01M
AG
408
AlTi Global
New York
$8M
TRCT
409
Tower Research Capital (TRC)
New York
$7.96M
OWCM
410
One Wealth Capital Management
Arizona
$7.96M
BFG
411
Bleakley Financial Group
New Jersey
$7.96M
NP
412
NorthRock Partners
Minnesota
$7.91M
CWM
413
Curtis Wealth Management
Nevada
$7.84M
FAM
414
Frontier Asset Management
Wyoming
$7.72M
PWAC
415
Private Wealth Advisors (California)
California
$7.71M
LWA
416
Lifelong Wealth Advisors
Minnesota
$7.66M
CIAS
417
Capital Investment Advisory Services
North Carolina
$7.66M
GT
418
Glenmede Trust
Pennsylvania
$7.65M
SGWM
419
Sterling Group Wealth Management
California
$7.64M
EFG
420
Embree Financial Group
Illinois
$7.61M
BAM
421
Belpointe Asset Management
Nevada
$7.58M
DAS
422
Diversify Advisory Services
Utah
$7.57M
GFP
423
Gryphon Financial Partners
Ohio
$7.56M
FFA
424
First Foundation Advisors
California
$7.56M
TWM
425
Tradition Wealth Management
Minnesota
$7.55M