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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
CPG
526
Cornerstone Planning Group
New Jersey
$5.16M
MWA
527
Meridian Wealth Advisors
Texas
$5.15M
AWE
528
Avidian Wealth Enterprises
Texas
$5.15M
HIA
529
Harbor Investment Advisory
Maryland
$5.1M
MYIA
530
Mount Yale Investment Advisors
Colorado
$5.1M
AMG
531
Asset Management Group
Connecticut
$5.09M
MFC
532
Morris Financial Concepts
South Carolina
$5.08M
BEI
533
Benjamin Edwards Inc
Missouri
$5.04M
NL
534
NWAM LLC
Washington
$5.04M
FA
535
Faithward Advisors
Pennsylvania
$5.01M
DWT
536
Dorsey & Whitney Trust
South Dakota
$4.96M
MG
537
Mather Group
Illinois
$4.92M
VWM
538
Valley Wealth Managers
New Jersey
$4.9M
IAS
539
Integrity Advisory Solutions
Texas
$4.83M
KWM
540
Kingsview Wealth Management
Oregon
$4.81M
DWP
541
Daymark Wealth Partners
Ohio
$4.8M
GT
542
Glenview Trust
Kentucky
$4.79M
GLLW
543
Graves Light Lenhart Wealth
Virginia
$4.77M
C1AG
544
Client 1st Advisory Group
Florida
$4.76M
ST
545
Smithfield Trust
Pennsylvania
$4.68M
HCA
546
Heck Capital Advisors
Wisconsin
$4.67M
RFA
547
RTD Financial Advisors
Pennsylvania
$4.63M
SC
548
Sierra Capital
Florida
$4.63M
MWM
549
Mission Wealth Management
California
$4.63M
RIM
550
Redwood Investment Management
Arizona
$4.59M