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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
CAI
401
Capital Advisors Inc
Oklahoma
$8.25M
HSWS
402
Higgins & Schmidt Wealth Strategies
Colorado
$8.23M
WP
403
WealthPLAN Partners
Nebraska
$8.15M
SW
404
Simplicity Wealth
New Jersey
$8.14M
AFW
405
Atlantic Family Wealth
Florida
$8.14M
PRAG
406
Portfolio Resources Advisor Group
Florida
$8.13M
BFG
407
Beto Financial Group
Idaho
$8.12M
RSWM
408
Robertson Stephens Wealth Management
California
$8.12M
CWAI
409
Core Wealth Advisors (Indiana)
Indiana
$8.06M
NCM
410
Next Capital Management
New York
$8.06M
SIA
411
SGL Investment Advisors
Montana
$8.01M
AG
412
AlTi Global
New York
$8M
TRCT
413
Tower Research Capital (TRC)
New York
$7.96M
OWCM
414
One Wealth Capital Management
Arizona
$7.96M
BFG
415
Bleakley Financial Group
New Jersey
$7.96M
NP
416
NorthRock Partners
Minnesota
$7.91M
CWM
417
Curtis Wealth Management
Nevada
$7.84M
FAM
418
Frontier Asset Management
Wyoming
$7.72M
PWAC
419
Private Wealth Advisors (California)
California
$7.71M
LWA
420
Lifelong Wealth Advisors
Minnesota
$7.66M
CIAS
421
Capital Investment Advisory Services
North Carolina
$7.66M
GT
422
Glenmede Trust
Pennsylvania
$7.65M
SGWM
423
Sterling Group Wealth Management
California
$7.64M
EFG
424
Embree Financial Group
Illinois
$7.61M
BAM
425
Belpointe Asset Management
Nevada
$7.58M