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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
XPN
701
XY Planning Network
Montana
$2.98M
TWM
702
Tripletail Wealth Management
Florida
$2.97M
IAIM
703
International Assets Investment Management
Florida
$2.97M
Invesco
704
Invesco
Georgia
$2.95M
EWM
705
Empirical Wealth Management
Washington
$2.93M
National Bank of Canada
706
National Bank of Canada
Quebec, Canada
$2.92M
WT
707
Whittier Trust
California
$2.9M
SF
708
Summit Financial
New Jersey
$2.89M
PWM
709
Power Wealth Management
Georgia
$2.89M
JIC
710
Joel Isaacson & Co
New York
$2.87M
D
711
Dentgroup
Louisiana
$2.86M
CWA
712
Clearview Wealth Advisors
Oregon
$2.86M
CFD
713
Creative Financial Designs
Indiana
$2.84M
PPC
714
Park Place Capital
Alabama
$2.84M
HSA
715
HBK Sorce Advisory
Pennsylvania
$2.81M
LFP
716
Lakeshore Financial Planning
Michigan
$2.8M
CWM
717
CCG Wealth Management
California
$2.79M
DM
718
Diversified Management
Wisconsin
$2.78M
FFM
719
Forum Financial Management
Illinois
$2.78M
1CP
720
17 Capital Partners
Arizona
$2.78M
O3W
721
Omni 360 Wealth
New Jersey
$2.78M
AA
722
Alesco Advisors
New York
$2.77M
RWP
723
RWA Wealth Partners
Massachusetts
$2.76M
AF
724
Alerus Financial
North Dakota
$2.72M
OA
725
Operose Advisors
Wisconsin
$2.72M