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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
MCC
676
Money Concepts Capital
Florida
$3.15M
AWA
677
Asempa Wealth Advisors
Louisiana
$3.15M
KFI
678
Key Financial Inc
Pennsylvania
$3.15M
QCM
679
QRG Capital Management
Illinois
$3.14M
CA
680
Capital Advantage
California
$3.14M
RW
681
Regimen Wealth
Georgia
$3.12M
DWA
682
Dorsey Wright & Associates
California
$3.12M
PWAM
683
Private Wealth Asset Management
Iowa
$3.11M
YWM
684
Yukon Wealth Management
Kansas
$3.1M
JMA
685
J.M. Arbour
Maine
$3.1M
FWM
686
Fonville Wealth Management
Virginia
$3.09M
LTI
687
Laffer Tengler Investments
Tennessee
$3.06M
MWS
688
MFA Wealth Services
California
$3.06M
BP
689
Ballentine Partners
Massachusetts
$3.04M
TA
690
Tactive Advisors
Florida
$3.03M
HCM
691
Hudson Capital Management
New Jersey
$3.01M
OP
692
ORG Partners
Indiana
$3.01M
CPA
693
Capital Performance Advisors
California
$3M
CAC
694
Certified Advisory Corp
Florida
$3M
Vanguard Group
695
Vanguard Group
Pennsylvania
$2.99M
NB
696
Northwest Bancshares
Pennsylvania
$2.99M
XPN
697
XY Planning Network
Montana
$2.98M
TWM
698
Tripletail Wealth Management
Florida
$2.97M
IAIM
699
International Assets Investment Management
Florida
$2.97M
Invesco
700
Invesco
Georgia
$2.95M