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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 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 → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
KFA
501
Kapstone Financial Advisors
Ohio
$5.59M
RWS
502
Resolute Wealth Strategies
Mississippi
$5.56M
DWA
503
Davis Wealth Advisors
New Hampshire
$5.55M
PA
504
PFG Advisors
Arizona
$5.53M
WPC
505
Waters Parkerson & Co
Louisiana
$5.52M
DT
506
Diversified Trust
Tennessee
$5.5M
TNB
507
Thomasville National Bank
Georgia
$5.48M
RWRC
508
R.W. Roge & Company
New York
$5.46M
BCWM
509
Bartlett & Co Wealth Management
Ohio
$5.46M
NFG
510
Nations Financial Group
Iowa
$5.43M
OFG
511
Oxford Financial Group
Indiana
$5.4M
WAG
512
Winthrop Advisory Group
Massachusetts
$5.4M
FRA
513
FFG Retirement Advisors
Colorado
$5.34M
BIM
514
Bridges Investment Management
Nebraska
$5.33M
KL
515
Keenan LLC
Massachusetts
$5.3M
Calamos Advisors
516
Calamos Advisors
Illinois
$5.26M
GWAM
517
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.26M
TF
518
Theory Financial
Colorado
$5.25M
RWS
519
Retirement Wealth Solutions
Wisconsin
$5.23M
SIA
520
Sovereign Investment Advisors
Arizona
$5.22M
IWM
521
IHT Wealth Management
Illinois
$5.2M
GM
522
GeoWealth Management
Illinois
$5.19M
WP
523
Wealthspan Partners
Iowa
$5.18M
CAM
524
Concorde Asset Management
Michigan
$5.17M
KWA
525
Kingswood Wealth Advisors
California
$5.17M