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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
BW
726
BIP Wealth
Georgia
$2.67M
CFG
727
Cassilly Financial Group
Maryland
$2.66M
EAM
728
Evanson Asset Management
California
$2.64M
HNWA
729
Henrickson Nauta Wealth Advisors
Michigan
$2.63M
CS
730
Capital Square
Tennessee
$2.63M
SFC
731
Sprinkle Financial Consultants
Colorado
$2.61M
CG
732
Corundum Group
Colorado
$2.61M
NS
733
Northland Securities
Minnesota
$2.6M
LF
734
Lighthouse Financial
Florida
$2.6M
AT
735
American Trust
Kentucky
$2.6M
RB
736
Renasant Bank
Mississippi
$2.6M
CFP
737
Comprehensive Financial Planning
Pennsylvania
$2.58M
FPW
738
Fairvoy Private Wealth
Alabama
$2.57M
WAP
739
Wealthcare Advisory Partners
Pennsylvania
$2.55M
RIG
740
RiverFront Investment Group
Virginia
$2.55M
NAS
741
Nicolet Advisory Services
Wisconsin
$2.55M
AWP
742
Axis Wealth Partners
Rhode Island
$2.53M
KWM
743
Kaydan Wealth Management
Michigan
$2.52M
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.52M
MWA
745
Merkkuri Wealth Advisors
New York
$2.51M
PP
746
Prosperity Planning
Missouri
$2.5M
HCM
747
Hicks Capital Management
Ohio
$2.5M
PFG
748
Pinnacle Financial Group
Illinois
$2.49M
RG
749
Rathbones Group
United Kingdom
$2.49M
HCP
750
Holt Capital Partners
Texas
$2.49M