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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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:

2% more capital invested

Capital invested by funds: $48.4B → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
TLFA
801
True Link Financial Advisors
California
$2.16M
EW
802
Expressive Wealth
Illinois
$2.16M
MWM
803
Madrid Wealth Management
New Mexico
$2.16M
MCM
804
Manchester Capital Management
Vermont
$2.16M
TWP
805
Tempus Wealth Planning
California
$2.15M
HBW
806
Hazlett, Burt & Watson
West Virginia
$2.15M
HFS
807
Heritage Financial Services
Massachusetts
$2.12M
AC
808
AWM Capital
Arizona
$2.11M
IMC
809
Investment Management Corporation
Virginia
$2.11M
HIS
810
Harvest Investment Services
Illinois
$2.09M
MSWMA
811
Market Street Wealth Management Advisors
Indiana
$2.09M
AIS
812
American Investment Services
Massachusetts
$2.07M
FCAS
813
First Command Advisory Services
Texas
$2.06M
ESB
814
Essex Savings Bank
Connecticut
$2.05M
WETS
815
Wealth Enhancement Trust Services
South Dakota
$2.05M
SPWG
816
Syntegra Private Wealth Group
Missouri
$2.04M
HA
817
Helium Advisors
Washington
$2.04M
MSWM
818
McGlone Suttner Wealth Management
Wisconsin
$2.03M
DWMS
819
Dominguez Wealth Management Solutions
Virginia
$2.03M
RW
820
REDW Wealth
New Mexico
$2.03M
HIM
821
Hanlon Investment Management
New Jersey
$2.03M
VVP
822
Venture Visionary Partners
Ohio
$2.03M
FF
823
Finley Financial
Nevada
$2.02M
CAG
824
Crestwood Advisors Group
Massachusetts
$2.02M
RIS
825
Richmond Investment Services
Wisconsin
$2.02M