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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
CWAG
451
Compton Wealth Advisory Group
Virginia
$7.02M
SVWG
452
Shared Vision Wealth Group
United States
$7.01M
BOSSRA
453
B.O.S.S. Retirement Advisors
Utah
$6.97M
MCCA
454
Mill Creek Capital Advisors
Pennsylvania
$6.94M
GIM
455
Goelzer Investment Management
Indiana
$6.91M
NCM
456
Narwhal Capital Management
Georgia
$6.9M
CWM
457
Cahaba Wealth Management
Georgia
$6.86M
CB
458
Commerce Bank
Missouri
$6.85M
GAM
459
Gotham Asset Management
New York
$6.81M
KV
460
Kickstand Ventures
New York
$6.79M
ACA
461
Alpha Capital Advisors
Maine
$6.76M
EWM
462
Evercore Wealth Management
New York
$6.73M
RWM
463
RKL Wealth Management
Pennsylvania
$6.72M
AOWM
464
Asset One Wealth Management
Washington
$6.65M
GI
465
GAMCO Investors
Connecticut
$6.63M
IP
466
Investment Partners
Ohio
$6.63M
IUHSA
467
Itau Unibanco Holding S.A.
Brazil
$6.58M
RSF
468
Rik Saylor Financial
Ohio
$6.57M
MCA
469
MSH Capital Advisors
Arizona
$6.57M
CWM
470
Centurion Wealth Management
Virginia
$6.55M
TFA
471
Tobias Financial Advisors
Florida
$6.52M
BWMG
472
Barnes Wealth Management Group
California
$6.51M
DBIA
473
Dumont & Blake Investment Advisors
New Jersey
$6.49M
LWP
474
Laurel Wealth Planning
Minnesota
$6.48M
SB
475
Strategic Blueprint
Georgia
$6.48M