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iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
5W
626
5T Wealth
California
$3.59M
CAML
627
Capital Asset Managemnet, LLC
Colorado
$3.59M
MFS
628
Madrona Financial Services
Washington
$3.59M
TCA
629
Transcend Capital Advisors
New Jersey
$3.58M
NWM
630
Nolet Wealth Management
Texas
$3.57M
CIA
631
Choate Investment Advisors
Massachusetts
$3.56M
BWM
632
Baron Wealth Management
Michigan
$3.55M
PTC
633
Private Trust Company
Ohio
$3.55M
WWC
634
Waypoint Wealth Counsel
Georgia
$3.52M
WIM
635
WealthPlan Investment Management
Nebraska
$3.52M
SWA
636
Stratos Wealth Advisors
Ohio
$3.52M
BWA
637
BCU Wealth Advisors
Illinois
$3.52M
FCC
638
Florin Court Capital
United Kingdom
$3.5M
TI
639
Truepoint Inc
Ohio
$3.5M
FWA
640
FORM Wealth Advisors
Wisconsin
$3.48M
SPC
641
Spirepoint Private Client
Florida
$3.48M
JFG
642
JMG Financial Group
Illinois
$3.47M
MWM
643
Mattern Wealth Management
Kansas
$3.47M
RL
644
Rogco LP
Oklahoma
$3.47M
EA
645
Eclectic Associates
California
$3.47M
SCM
646
Saxony Capital Management
Missouri
$3.45M
TNBTD
647
Trustmark National Bank Trust Department
Mississippi
$3.45M
SIA
648
Sage Investment Advisers
New York
$3.45M
AWA
649
Arete Wealth Advisors
Illinois
$3.44M
RhumbLine Advisers
650
RhumbLine Advisers
Massachusetts
$3.44M