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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
Jones Financial Companies
26
Jones Financial Companies
Missouri
$351M
RFC
27
Regions Financial Corp
Alabama
$333M
HWM
28
HB Wealth Management
Georgia
$292M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$272M
SW
30
SoFi Wealth
California
$259M
Osaic Holdings
31
Osaic Holdings
Arizona
$251M
HighTower Advisors
32
HighTower Advisors
Illinois
$251M
FIA
33
Foundations Investment Advisors
Arizona
$250M
Fidelity Investments
34
Fidelity Investments
Massachusetts
$250M
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$237M
Bank of New York Mellon
36
Bank of New York Mellon
New York
$220M
NA
37
NewEdge Advisors
Louisiana
$216M
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$209M
HNB
39
Huntington National Bank
Ohio
$179M
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$172M
SA
41
Sanctuary Advisors
Indiana
$167M
SPIA
42
Steward Partners Investment Advisory
New York
$165M
MGIA
43
Moneta Group Investment Advisors
Missouri
$157M
JC
44
JB Capital
Connecticut
$155M
Truist Financial
45
Truist Financial
North Carolina
$144M
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$138M
MCM
47
MAI Capital Management
Ohio
$137M
CWM
48
Calamos Wealth Management
Illinois
$137M
UCFA
49
United Capital Financial Advisors
Texas
$134M
LI
50
LVZ Inc
Michigan
$126M