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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
EWM
701
Empirical Wealth Management
Washington
$2.93M
National Bank of Canada
702
National Bank of Canada
Quebec, Canada
$2.92M
WT
703
Whittier Trust
California
$2.9M
SF
704
Summit Financial
New Jersey
$2.89M
PWM
705
Power Wealth Management
Georgia
$2.89M
JIC
706
Joel Isaacson & Co
New York
$2.87M
D
707
Dentgroup
Louisiana
$2.86M
CWA
708
Clearview Wealth Advisors
Oregon
$2.86M
CFD
709
Creative Financial Designs
Indiana
$2.84M
PPC
710
Park Place Capital
Alabama
$2.84M
HSA
711
HBK Sorce Advisory
Pennsylvania
$2.81M
LFP
712
Lakeshore Financial Planning
Michigan
$2.8M
CWM
713
CCG Wealth Management
California
$2.79M
DM
714
Diversified Management
Wisconsin
$2.78M
FFM
715
Forum Financial Management
Illinois
$2.78M
1CP
716
17 Capital Partners
Arizona
$2.78M
O3W
717
Omni 360 Wealth
New Jersey
$2.78M
AA
718
Alesco Advisors
New York
$2.77M
RWP
719
RWA Wealth Partners
Massachusetts
$2.76M
AF
720
Alerus Financial
North Dakota
$2.72M
OA
721
Operose Advisors
Wisconsin
$2.72M
ANTB
722
AMG National Trust Bank
Colorado
$2.71M
SP
723
Stablepoint Partners
Massachusetts
$2.68M
SAW
724
Signal Advisors Wealth
Michigan
$2.68M
WTC
725
WhitTier Trust Company
Nevada
$2.67M