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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
CIA
626
Choate Investment Advisors
Massachusetts
$3.56M
BWM
627
Baron Wealth Management
Michigan
$3.55M
PTC
628
Private Trust Company
Ohio
$3.55M
WWC
629
Waypoint Wealth Counsel
Georgia
$3.52M
WIM
630
WealthPlan Investment Management
Nebraska
$3.52M
SWA
631
Stratos Wealth Advisors
Ohio
$3.52M
BWA
632
BCU Wealth Advisors
Illinois
$3.52M
FCC
633
Florin Court Capital
United Kingdom
$3.5M
TI
634
Truepoint Inc
Ohio
$3.5M
FWA
635
FORM Wealth Advisors
Wisconsin
$3.48M
SPC
636
Spirepoint Private Client
Florida
$3.48M
JFG
637
JMG Financial Group
Illinois
$3.47M
MWM
638
Mattern Wealth Management
Kansas
$3.47M
RL
639
Rogco LP
Oklahoma
$3.47M
EA
640
Eclectic Associates
California
$3.47M
SCM
641
Saxony Capital Management
Missouri
$3.45M
TNBTD
642
Trustmark National Bank Trust Department
Mississippi
$3.45M
SIA
643
Sage Investment Advisers
New York
$3.45M
AWA
644
Arete Wealth Advisors
Illinois
$3.44M
RhumbLine Advisers
645
RhumbLine Advisers
Massachusetts
$3.44M
MHS
646
M Holdings Securities
Oregon
$3.42M
AAS
647
Asset Allocation Strategies
Michigan
$3.42M
BOJHT
648
Bank of Jackson Hole Trust
Wyoming
$3.41M
NW
649
NewEdge Wealth
Pennsylvania
$3.4M
PA
650
Pinnacle Associates
New York
$3.39M