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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
RW
826
REDW Wealth
New Mexico
$2.03M
HIM
827
Hanlon Investment Management
New Jersey
$2.03M
VVP
828
Venture Visionary Partners
Ohio
$2.03M
FF
829
Finley Financial
Nevada
$2.02M
CAG
830
Crestwood Advisors Group
Massachusetts
$2.02M
RIS
831
Richmond Investment Services
Wisconsin
$2.02M
OAS
832
Optivise Advisory Services
Tennessee
$2.01M
ACI
833
Alpha Cubed Investments
California
$2.01M
BFS
834
Bradley Foster & Sargent
Connecticut
$2.01M
SW
835
SlateStone Wealth
Florida
$2M
NLP
836
Next Level Private
New York
$2M
PPW
837
PACK Private Wealth
Minnesota
$2M
FCFC
838
First Citizens Financial Corp
Iowa
$2M
PWM
839
Partners Wealth Management
California
$2M
AWMI
840
Aegis Wealth Management (Iowa)
Iowa
$1.99M
BC
841
Bowman & Company
Wisconsin
$1.97M
PIA
842
Perennial Investment Advisors
California
$1.97M
TWCA
843
Two West Capital Advisors
Kansas
$1.97M
STA
844
Summit Trail Advisors
New York
$1.96M
SWA
845
Strategies Wealth Advisors
Michigan
$1.96M
SWM
846
Sendero Wealth Management
Texas
$1.96M
VPIM
847
Vanguard Personalized Indexing Management
California
$1.96M
Empower Advisory Group
848
Empower Advisory Group
Colorado
$1.95M
PB
849
Pinnacle Bancorp
Nebraska
$1.95M
MWP
850
Madison Wealth Partners
Wisconsin
$1.95M