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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
MWM
551
Mission Wealth Management
California
$4.63M
RIM
552
Redwood Investment Management
Arizona
$4.59M
SF
553
SWP Financial
California
$4.51M
GPWA
554
Great Point Wealth Advisors
Massachusetts
$4.5M
XF
555
XML Financial
Maryland
$4.49M
RPC
556
Rossmore Private Capital
Connecticut
$4.47M
PA
557
Procyon Advisors
Connecticut
$4.46M
PAG
558
Private Advisory Group
Washington
$4.45M
VFA
559
Valeo Financial Advisors
Indiana
$4.45M
RFP
560
RCS Financial Planning
Maryland
$4.43M
MFG
561
Magnus Financial Group
New York
$4.36M
MAV
562
Mason & Associates (Virginia)
Virginia
$4.35M
FHC
563
First Horizon Corporation
Tennessee
$4.33M
EB
564
Eastern Bank
Massachusetts
$4.32M
GCM
565
Gables Capital Management
Florida
$4.31M
CFS
566
Commonwealth Financial Services
West Virginia
$4.31M
CA
567
CWC Advisors
Oregon
$4.27M
AIA
568
Arrow Investment Advisors
Maryland
$4.23M
SI
569
Stephens Inc
Arkansas
$4.21M
DPI
570
Diversified Portfolios Inc
Michigan
$4.19M
GPW
571
Gray Private Wealth
Massachusetts
$4.19M
HTC
572
Haverford Trust Company
Pennsylvania
$4.19M
SAI
573
Savvy Advisors Inc
New York
$4.17M
SCI
574
S&CO Inc
Massachusetts
$4.15M
RWMG
575
Redwood Wealth Management Group
New Jersey
$4.15M