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iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
MWA
751
Merkkuri Wealth Advisors
New York
$2.51M
PP
752
Prosperity Planning
Missouri
$2.5M
HCM
753
Hicks Capital Management
Ohio
$2.5M
PFG
754
Pinnacle Financial Group
Illinois
$2.49M
RG
755
Rathbones Group
United Kingdom
$2.49M
HCP
756
Holt Capital Partners
Texas
$2.49M
BNMT
757
Bawa N Mallick Trust
New York
$2.49M
Squarepoint
758
Squarepoint
New York
$2.48M
SFG
759
Sovereign Financial Group
Connecticut
$2.47M
BWP
760
Bernardo Wealth Planning
Pennsylvania
$2.47M
NG
761
Novem Group
New York
$2.47M
SNB
762
Security National Bank
Nebraska
$2.46M
FWTB
763
First Western Trust Bank
Colorado
$2.45M
NWA
764
Navis Wealth Advisors
New York
$2.44M
MWM
765
Marietta Wealth Management
Georgia
$2.43M
EW
766
Evoke Wealth
California
$2.43M
EPP
767
ETF Portfolio Partners
Kansas
$2.42M
FCH
768
Freestone Capital Holdings
Washington
$2.41M
CRC
769
Curi RMB Capital
Illinois
$2.41M
CWA
770
Crusonia Wealth Advisors
Colorado
$2.4M
CWM
771
Cornerstone Wealth Management
Missouri
$2.4M
BFA
772
Beacon Financial Advisory
Ohio
$2.4M
SPI
773
Sutton Place Investors
New York
$2.39M
ITG
774
Index Technologies Group
New York
$2.38M
MA
775
MBA Advisors
Pennsylvania
$2.38M