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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
CAM
526
Concorde Asset Management
Michigan
$5.17M
KWA
527
Kingswood Wealth Advisors
California
$5.17M
CPG
528
Cornerstone Planning Group
New Jersey
$5.16M
MWA
529
Meridian Wealth Advisors
Texas
$5.15M
AWE
530
Avidian Wealth Enterprises
Texas
$5.15M
HIA
531
Harbor Investment Advisory
Maryland
$5.1M
MYIA
532
Mount Yale Investment Advisors
Colorado
$5.1M
AMG
533
Asset Management Group
Connecticut
$5.09M
MFC
534
Morris Financial Concepts
South Carolina
$5.08M
BEI
535
Benjamin Edwards Inc
Missouri
$5.04M
NL
536
NWAM LLC
Washington
$5.04M
FA
537
Faithward Advisors
Pennsylvania
$5.01M
DWT
538
Dorsey & Whitney Trust
South Dakota
$4.96M
MG
539
Mather Group
Illinois
$4.92M
VWM
540
Valley Wealth Managers
New Jersey
$4.9M
IAS
541
Integrity Advisory Solutions
Texas
$4.83M
KWM
542
Kingsview Wealth Management
Oregon
$4.81M
DWP
543
Daymark Wealth Partners
Ohio
$4.8M
GT
544
Glenview Trust
Kentucky
$4.79M
GLLW
545
Graves Light Lenhart Wealth
Virginia
$4.77M
C1AG
546
Client 1st Advisory Group
Florida
$4.76M
ST
547
Smithfield Trust
Pennsylvania
$4.68M
HCA
548
Heck Capital Advisors
Wisconsin
$4.67M
RFA
549
RTD Financial Advisors
Pennsylvania
$4.63M
SC
550
Sierra Capital
Florida
$4.63M