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iShares S&P 500 Growth ETF

2,001 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, 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 → $49.1B (+$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: 734

Holders
2,001
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
FF
476
Formulate Financial
Florida
$6.3M
ACA
477
Aptus Capital Advisors
Alabama
$6.28M
BMCM
478
Bryn Mawr Capital Management
Pennsylvania
$6.18M
PIMG
479
Patriot Investment Management Group
Tennessee
$6.18M
SCA
480
St. Clair Advisors
Ohio
$6.17M
JHCP
481
Jackson Hole Capital Partners
Oklahoma
$6.16M
LBC
482
Lowe Brockenbrough & Co
Virginia
$6.15M
QWP
483
Quotient Wealth Partners
Texas
$6.15M
SOS
484
Silver Oak Securities
Tennessee
$6.13M
PWA
485
Peterson Wealth Advisors
Utah
$6.09M
NAM
486
NTV Asset Management
West Virginia
$6.09M
FA
487
Flagstar Advisors
New York
$6.08M
CAM
488
Carret Asset Management
New York
$6.03M
SQA
489
Simon Quick Advisors
New Jersey
$5.95M
SCM
490
Stordahl Capital Management
Colorado
$5.93M
SFM
491
Signet Financial Management
New Jersey
$5.92M
UBG
492
United Bank (Georgia)
Georgia
$5.87M
SAM
493
Smartleaf Asset Management
Massachusetts
$5.8M
HPM
494
Hoxton Planning & Management
West Virginia
$5.79M
VFS
495
Valpey Financial Services
New Hampshire
$5.78M
AWA
496
A4 Wealth Advisors
North Carolina
$5.77M
SFS
497
Sowell Financial Services
Arkansas
$5.77M
YAIA
498
Yanni & Associates Investment Advisors
Pennsylvania
$5.73M
JMNC
499
J. Mark Nickell & Co
Tennessee
$5.66M
KFA
500
Kapstone Financial Advisors
Ohio
$5.59M