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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
MBT
676
Montecito Bank & Trust
California
$3.18M
TF
677
TME Financial
California
$3.17M
ACA
678
Adirondack Capital Advisors
New York
$3.17M
CA
679
COFG Advisors
Illinois
$3.16M
Fisher Asset Management
680
Fisher Asset Management
Washington
$3.16M
SDWMA
681
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.16M
MCC
682
Money Concepts Capital
Florida
$3.15M
AWA
683
Asempa Wealth Advisors
Louisiana
$3.15M
KFI
684
Key Financial Inc
Pennsylvania
$3.15M
QCM
685
QRG Capital Management
Illinois
$3.14M
CA
686
Capital Advantage
California
$3.14M
RW
687
Regimen Wealth
Georgia
$3.12M
DWA
688
Dorsey Wright & Associates
California
$3.12M
PWAM
689
Private Wealth Asset Management
Iowa
$3.11M
YWM
690
Yukon Wealth Management
Kansas
$3.1M
JMA
691
J.M. Arbour
Maine
$3.1M
FWM
692
Fonville Wealth Management
Virginia
$3.09M
LTI
693
Laffer Tengler Investments
Tennessee
$3.06M
MWS
694
MFA Wealth Services
California
$3.06M
BP
695
Ballentine Partners
Massachusetts
$3.04M
TA
696
Tactive Advisors
Florida
$3.03M
HCM
697
Hudson Capital Management
New Jersey
$3.01M
OP
698
ORG Partners
Indiana
$3.01M
CPA
699
Capital Performance Advisors
California
$3M
CAC
700
Certified Advisory Corp
Florida
$3M