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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
ACM
776
Advisors Capital Management
New Jersey
$2.37M
B
777
Bailard
California
$2.36M
BA
778
Bellwether Advisors
Nebraska
$2.36M
WCM
779
WealthTrak Capital Management
Virginia
$2.36M
BAH
780
Beacon Advisors Holdings
Texas
$2.3M
FA
781
Fiduciary Alliance
South Carolina
$2.3M
TFGT
782
TS Financial Group (TSFG)
Illinois
$2.3M
GSWM
783
Golden State Wealth Management
California
$2.3M
KAS
784
KPP Advisory Services
Kentucky
$2.29M
CPIA
785
Cornell Pochily Investment Advisors
New York
$2.28M
FAL
786
Focused Alpha LLC
Colorado
$2.28M
WH
787
Whitcomb & Hess
Ohio
$2.28M
DC
788
Davenport & Co
Virginia
$2.27M
HP
789
Holistic Planning
Texas
$2.27M
AIA
790
Accelerate Investment Advisors
California
$2.26M
KFAA
791
Klaas Financial Asset Advisors
Illinois
$2.26M
WAM
792
WealthCare Asset Management
Missouri
$2.24M
RCM
793
Raleigh Capital Management
North Carolina
$2.24M
FLPIM
794
F.L. Putnam Investment Management
Massachusetts
$2.23M
CWS
795
Confluence Wealth Services
Pennsylvania
$2.22M
FCFC
796
First Commonwealth Financial Corp
Pennsylvania
$2.22M
HFS
797
Hopwood Financial Services
Virginia
$2.21M
UAG
798
United Advisor Group
Ohio
$2.2M
UWPG
799
Ullmann Wealth Partners Group
Florida
$2.19M
B
800
Bensler
Washington
$2.19M