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