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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
HCM
751
Hicks Capital Management
Ohio
$2.5M
PFG
752
Pinnacle Financial Group
Illinois
$2.49M
RG
753
Rathbones Group
United Kingdom
$2.49M
HCP
754
Holt Capital Partners
Texas
$2.49M
BNMT
755
Bawa N Mallick Trust
New York
$2.49M
Squarepoint
756
Squarepoint
New York
$2.48M
SFG
757
Sovereign Financial Group
Connecticut
$2.47M
BWP
758
Bernardo Wealth Planning
Pennsylvania
$2.47M
NG
759
Novem Group
New York
$2.47M
SNB
760
Security National Bank
Nebraska
$2.46M
FWTB
761
First Western Trust Bank
Colorado
$2.45M
NWA
762
Navis Wealth Advisors
New York
$2.44M
MWM
763
Marietta Wealth Management
Georgia
$2.43M
EW
764
Evoke Wealth
California
$2.43M
EPP
765
ETF Portfolio Partners
Kansas
$2.42M
FCH
766
Freestone Capital Holdings
Washington
$2.41M
CRC
767
Curi RMB Capital
Illinois
$2.41M
CWA
768
Crusonia Wealth Advisors
Colorado
$2.4M
CWM
769
Cornerstone Wealth Management
Missouri
$2.4M
BFA
770
Beacon Financial Advisory
Ohio
$2.4M
SPI
771
Sutton Place Investors
New York
$2.39M
ITG
772
Index Technologies Group
New York
$2.38M
MA
773
MBA Advisors
Pennsylvania
$2.38M
ACM
774
Advisors Capital Management
New Jersey
$2.37M
B
775
Bailard
California
$2.36M