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iShares S&P 500 Growth ETF

2,041 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 217 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%73.74% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,041
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
CAML
626
Capital Asset Managemnet, LLC
Colorado
$3.59M
MFS
627
Madrona Financial Services
Washington
$3.59M
TCA
628
Transcend Capital Advisors
New Jersey
$3.58M
NWM
629
Nolet Wealth Management
Texas
$3.57M
CIA
630
Choate Investment Advisors
Massachusetts
$3.56M
BWM
631
Baron Wealth Management
Michigan
$3.55M
PTC
632
Private Trust Company
Ohio
$3.55M
WWC
633
Waypoint Wealth Counsel
Georgia
$3.52M
WIM
634
WealthPlan Investment Management
Nebraska
$3.52M
SWA
635
Stratos Wealth Advisors
Ohio
$3.52M
BWA
636
BCU Wealth Advisors
Illinois
$3.52M
FCC
637
Florin Court Capital
United Kingdom
$3.5M
TI
638
Truepoint Inc
Ohio
$3.5M
FWA
639
FORM Wealth Advisors
Wisconsin
$3.48M
SPC
640
Spirepoint Private Client
Florida
$3.48M
JFG
641
JMG Financial Group
Illinois
$3.47M
MWM
642
Mattern Wealth Management
Kansas
$3.47M
RL
643
Rogco LP
Oklahoma
$3.47M
EA
644
Eclectic Associates
California
$3.47M
SCM
645
Saxony Capital Management
Missouri
$3.45M
TNBTD
646
Trustmark National Bank Trust Department
Mississippi
$3.45M
SIA
647
Sage Investment Advisers
New York
$3.45M
AWA
648
Arete Wealth Advisors
Illinois
$3.44M
RhumbLine Advisers
649
RhumbLine Advisers
Massachusetts
$3.44M
MHS
650
M Holdings Securities
Oregon
$3.42M