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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
Squarepoint
751
Squarepoint
New York
$2.48M
SFG
752
Sovereign Financial Group
Connecticut
$2.47M
BWP
753
Bernardo Wealth Planning
Pennsylvania
$2.47M
NG
754
Novem Group
New York
$2.47M
SNB
755
Security National Bank
Nebraska
$2.46M
FWTB
756
First Western Trust Bank
Colorado
$2.45M
NWA
757
Navis Wealth Advisors
New York
$2.44M
MWM
758
Marietta Wealth Management
Georgia
$2.43M
EW
759
Evoke Wealth
California
$2.43M
EPP
760
ETF Portfolio Partners
Kansas
$2.42M
FCH
761
Freestone Capital Holdings
Washington
$2.41M
CRC
762
Curi RMB Capital
Illinois
$2.41M
CWA
763
Crusonia Wealth Advisors
Colorado
$2.4M
CWM
764
Cornerstone Wealth Management
Missouri
$2.4M
BFA
765
Beacon Financial Advisory
Ohio
$2.4M
SPI
766
Sutton Place Investors
New York
$2.39M
ITG
767
Index Technologies Group
New York
$2.38M
MA
768
MBA Advisors
Pennsylvania
$2.38M
ACM
769
Advisors Capital Management
New Jersey
$2.37M
B
770
Bailard
California
$2.36M
BA
771
Bellwether Advisors
Nebraska
$2.36M
WCM
772
WealthTrak Capital Management
Virginia
$2.36M
BAHL
773
BEACON ADVISORS HOLDINGS, LLC
Texas
$2.3M
FA
774
Fiduciary Alliance
South Carolina
$2.3M
TFGT
775
TS Financial Group (TSFG)
Illinois
$2.3M