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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
BFO
651
Boston Family Office
Massachusetts
$3.38M
MGWM
652
Marks Group Wealth Management
Minnesota
$3.38M
ICP
653
Interchange Capital Partners
Pennsylvania
$3.36M
PCH
654
PGIM Custom Harvest
New Jersey
$3.33M
FTA
655
Financial & Tax Architects
Missouri
$3.33M
CB
656
Cadence Bank
Mississippi
$3.32M
RBFC
657
Roman Butler Fullerton & Co
Missouri
$3.31M
AB
658
Atlas Brown
Kentucky
$3.28M
BBHC
659
Brown Brothers Harriman & Co
New York
$3.28M
EFS
660
Essex Financial Services
Connecticut
$3.28M
LAM
661
Lifestyle Asset Management
Texas
$3.26M
AWA
662
Alta Wealth Advisors
Massachusetts
$3.26M
RIS
663
Retirement Income Solutions
Michigan
$3.24M
BCG
664
Breakwater Capital Group
New Jersey
$3.22M
CCM
665
Colorado Capital Management
Colorado
$3.21M
EWA
666
EverSource Wealth Advisors
Alabama
$3.21M
RIG
667
Ramiah Investment Group
Wisconsin
$3.2M
LL
668
LPWM LLC
Minnesota
$3.19M
CCA
669
Coign Capital Advisors
Utah
$3.18M
MBT
670
Montecito Bank & Trust
California
$3.18M
TF
671
TME Financial
California
$3.17M
ACA
672
Adirondack Capital Advisors
New York
$3.17M
CA
673
COFG Advisors
Illinois
$3.16M
Fisher Asset Management
674
Fisher Asset Management
Washington
$3.16M
SDWMA
675
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.16M