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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
ISFAN
601
Investor's Fiduciary Advisor Network
Washington
$3.88M
CSP
602
Cary Street Partners
Virginia
$3.87M
HWA
603
Hilltop Wealth Advisors
North Carolina
$3.87M
First Trust Advisors
604
First Trust Advisors
Illinois
$3.86M
RRA
605
Round Rock Advisors
Connecticut
$3.86M
HWM
606
Howard Wealth Management
Connecticut
$3.85M
CIC
607
Carnegie Investment Counsel
Ohio
$3.81M
BW
608
Blalock Williams
Alabama
$3.81M
AIM
609
Archer Investment Management
Texas
$3.81M
ACM
610
Absolute Capital Management
Pennsylvania
$3.76M
SIS
611
Sound Income Strategies
Florida
$3.74M
VWM
612
Venturi Wealth Management
Texas
$3.74M
MGIA
613
Matthew Goff Investment Advisor
Texas
$3.74M
PFA
614
Pathway Financial Advisors
Vermont
$3.72M
JSL
615
JT Stratford LLC
Georgia
$3.72M
HNB
616
Hilltop National Bank
Wyoming
$3.71M
PCA
617
Prosperity Capital Advisors
Ohio
$3.7M
CIS
618
Custom Index Systems
New York
$3.66M
KA
619
Kovack Advisors
Florida
$3.66M
AWM
620
Alterna Wealth Management
Texas
$3.66M
FDP
621
Financiere des Professionnels
Quebec, Canada
$3.65M
BFS
622
BridgePort Financial Solutions
Iowa
$3.62M
KBFS
623
Kohmann Bosshard Financial Services
Ohio
$3.6M
HCC
624
Hirtle Callaghan & Co
Pennsylvania
$3.59M
5W
625
5T Wealth
California
$3.59M