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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
FWA
476
Flagship Wealth Advisors
Massachusetts
$6.4M
GCM
477
Gallacher Capital Management
Colorado
$6.35M
MT
478
Midwest Trust
Kansas
$6.35M
RFA
479
Rollins Financial Advisors
New York
$6.31M
FF
480
Formulate Financial
Florida
$6.3M
ACA
481
Aptus Capital Advisors
Alabama
$6.28M
BMCM
482
Bryn Mawr Capital Management
Pennsylvania
$6.18M
PIMG
483
Patriot Investment Management Group
Tennessee
$6.18M
SCA
484
St. Clair Advisors
Ohio
$6.17M
JHCP
485
Jackson Hole Capital Partners
Oklahoma
$6.16M
LBC
486
Lowe Brockenbrough & Co
Virginia
$6.15M
QWP
487
Quotient Wealth Partners
Texas
$6.15M
SOS
488
Silver Oak Securities
Tennessee
$6.13M
PWA
489
Peterson Wealth Advisors
Utah
$6.09M
NAM
490
NTV Asset Management
West Virginia
$6.09M
FA
491
Flagstar Advisors
New York
$6.08M
CAM
492
Carret Asset Management
New York
$6.03M
SQA
493
Simon Quick Advisors
New Jersey
$5.95M
SCM
494
Stordahl Capital Management
Colorado
$5.93M
SFM
495
Signet Financial Management
New Jersey
$5.92M
UBG
496
United Bank (Georgia)
Georgia
$5.87M
SAM
497
Smartleaf Asset Management
Massachusetts
$5.8M
HPM
498
Hoxton Planning & Management
West Virginia
$5.79M
AWA
499
A4 Wealth Advisors
North Carolina
$5.77M
SFS
500
Sowell Financial Services
Arkansas
$5.77M