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iShares S&P 500 Growth ETF

2,040 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 216 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%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
ACA
676
Adirondack Capital Advisors
New York
$3.17M
CA
677
COFG Advisors
Illinois
$3.16M
Fisher Asset Management
678
Fisher Asset Management
Washington
$3.16M
SDWMA
679
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.16M
MCC
680
Money Concepts Capital
Florida
$3.15M
AWA
681
Asempa Wealth Advisors
Louisiana
$3.15M
KFI
682
Key Financial Inc
Pennsylvania
$3.15M
QCM
683
QRG Capital Management
Illinois
$3.14M
CA
684
Capital Advantage
California
$3.14M
RW
685
Regimen Wealth
Georgia
$3.12M
DWA
686
Dorsey Wright & Associates
California
$3.12M
PWAM
687
Private Wealth Asset Management
Iowa
$3.11M
YWM
688
Yukon Wealth Management
Kansas
$3.1M
JMA
689
J.M. Arbour
Maine
$3.1M
FWM
690
Fonville Wealth Management
Virginia
$3.09M
LTI
691
Laffer Tengler Investments
Tennessee
$3.06M
MWS
692
MFA Wealth Services
California
$3.06M
BP
693
Ballentine Partners
Massachusetts
$3.04M
TA
694
Tactive Advisors
Florida
$3.03M
HCM
695
Hudson Capital Management
New Jersey
$3.01M
OP
696
ORG Partners
Indiana
$3.01M
CPA
697
Capital Performance Advisors
California
$3M
CAC
698
Certified Advisory Corp
Florida
$3M
Vanguard Group
699
Vanguard Group
Pennsylvania
$2.99M
NB
700
Northwest Bancshares
Pennsylvania
$2.99M