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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
RWS
501
Resolute Wealth Strategies
Mississippi
$5.56M
DWA
502
Davis Wealth Advisors
New Hampshire
$5.55M
PA
503
PFG Advisors
Arizona
$5.53M
WPC
504
Waters Parkerson & Co
Louisiana
$5.52M
DT
505
Diversified Trust
Tennessee
$5.5M
TNB
506
Thomasville National Bank
Georgia
$5.48M
RWRC
507
R.W. Roge & Company
New York
$5.46M
BCWM
508
Bartlett & Co Wealth Management
Ohio
$5.46M
NFG
509
Nations Financial Group
Iowa
$5.43M
OFG
510
Oxford Financial Group
Indiana
$5.4M
WAG
511
Winthrop Advisory Group
Massachusetts
$5.4M
FRA
512
FFG Retirement Advisors
Colorado
$5.34M
BIM
513
Bridges Investment Management
Nebraska
$5.33M
KL
514
Keenan LLC
Massachusetts
$5.3M
Calamos Advisors
515
Calamos Advisors
Illinois
$5.26M
GWAM
516
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.26M
TF
517
Theory Financial
Colorado
$5.25M
RWS
518
Retirement Wealth Solutions
Wisconsin
$5.23M
SIA
519
Sovereign Investment Advisors
Arizona
$5.22M
IWM
520
IHT Wealth Management
Illinois
$5.2M
GM
521
GeoWealth Management
Illinois
$5.19M
WP
522
Wealthspan Partners
Iowa
$5.18M
CAM
523
Concorde Asset Management
Michigan
$5.17M
KWA
524
Kingswood Wealth Advisors
California
$5.17M
CPG
525
Cornerstone Planning Group
New Jersey
$5.16M