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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
YAIA
501
Yanni & Associates Investment Advisors
Pennsylvania
$5.73M
JMNC
502
J. Mark Nickell & Co
Tennessee
$5.66M
KFA
503
Kapstone Financial Advisors
Ohio
$5.59M
RWS
504
Resolute Wealth Strategies
Mississippi
$5.56M
DWA
505
Davis Wealth Advisors
New Hampshire
$5.55M
PA
506
PFG Advisors
Arizona
$5.53M
WPC
507
Waters Parkerson & Co
Louisiana
$5.52M
DT
508
Diversified Trust
Tennessee
$5.5M
TNB
509
Thomasville National Bank
Georgia
$5.48M
RWRC
510
R.W. Roge & Company
New York
$5.46M
BCWM
511
Bartlett & Co Wealth Management
Ohio
$5.46M
NFG
512
Nations Financial Group
Iowa
$5.43M
OFG
513
Oxford Financial Group
Indiana
$5.4M
WAG
514
Winthrop Advisory Group
Massachusetts
$5.4M
FRA
515
FFG Retirement Advisors
Colorado
$5.34M
BIM
516
Bridges Investment Management
Nebraska
$5.33M
KL
517
Keenan LLC
Massachusetts
$5.3M
Calamos Advisors
518
Calamos Advisors
Illinois
$5.26M
GWAM
519
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.26M
TF
520
Theory Financial
Colorado
$5.25M
RWS
521
Retirement Wealth Solutions
Wisconsin
$5.23M
SIA
522
Sovereign Investment Advisors
Arizona
$5.22M
IWM
523
IHT Wealth Management
Illinois
$5.2M
GM
524
GeoWealth Management
Illinois
$5.19M
WP
525
Wealthspan Partners
Iowa
$5.18M