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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
HPC
801
HM Payson & Co
Maine
$2.19M
Kovitz Investment Group Partners
802
Kovitz Investment Group Partners
Illinois
$2.19M
FCA
803
Fortis Capital Advisors
Kansas
$2.19M
EWA
804
Emergent Wealth Advisors
New York
$2.18M
MSA
805
Marino Stram & Associates
Massachusetts
$2.17M
IWMO
806
Integrated Wealth Management (Ohio)
Ohio
$2.17M
PP
807
Prudential plc
United Kingdom
$2.17M
VW
808
Vantus Wealth
Pennsylvania
$2.17M
TLFA
809
True Link Financial Advisors
California
$2.16M
EW
810
Expressive Wealth
Illinois
$2.16M
MWM
811
Madrid Wealth Management
New Mexico
$2.16M
MCM
812
Manchester Capital Management
Vermont
$2.16M
TWP
813
Tempus Wealth Planning
California
$2.15M
HBW
814
Hazlett, Burt & Watson
West Virginia
$2.15M
HFS
815
Heritage Financial Services
Massachusetts
$2.12M
AC
816
AWM Capital
Arizona
$2.11M
IMC
817
Investment Management Corporation
Virginia
$2.11M
HIS
818
Harvest Investment Services
Illinois
$2.09M
MSWMA
819
Market Street Wealth Management Advisors
Indiana
$2.09M
AIS
820
American Investment Services
Massachusetts
$2.07M
FCAS
821
First Command Advisory Services
Texas
$2.06M
ESB
822
Essex Savings Bank
Connecticut
$2.05M
WETS
823
Wealth Enhancement Trust Services
South Dakota
$2.05M
SPWG
824
Syntegra Private Wealth Group
Missouri
$2.04M
HA
825
Helium Advisors
Washington
$2.04M