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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
FAM
1001
Forte Asset Management
New York
$1.26M
MG
1002
McHugh Group
Ohio
$1.26M
FAM
1003
Formidable Asset Management
Ohio
$1.26M
BF
1004
Blankinship & Foster
California
$1.26M
FFG
1005
Fortress Financial Group
Minnesota
$1.26M
USCWA
1006
U.S. Capital Wealth Advisors
Texas
$1.25M
BM
1007
Berman McAleer
Maryland
$1.25M
CCWM
1008
Cassaday & Co Wealth Management
Virginia
$1.25M
BRPW
1009
Ballast Rock Private Wealth
South Carolina
$1.25M
PWA
1010
Provenance Wealth Advisors
Florida
$1.25M
GSWM
1011
Greenup Street Wealth Management
Michigan
$1.25M
ACS
1012
Archford Capital Strategies
Illinois
$1.24M
ODIJL
1013
One Day In July LLC
Vermont
$1.24M
BCM
1014
Brasada Capital Management
Texas
$1.23M
PSF
1015
Pacific Sun Financial
California
$1.23M
IWM
1016
Iams Wealth Management
Nebraska
$1.22M
LWM
1017
Lakeridge Wealth Management
Ohio
$1.22M
RWM
1018
Rockwood Wealth Management
Pennsylvania
$1.21M
TWM
1019
Thrive Wealth Management
Pennsylvania
$1.21M
IA
1020
IFG Advisors
Missouri
$1.21M
LC
1021
LTG Capital
Massachusetts
$1.2M
EC
1022
Eaton-Cambridge
Arizona
$1.2M
RSWA
1023
Robinson Smith Wealth Advisors
Maine
$1.2M
PI
1024
PFG Investments
New York
$1.2M
LWA
1025
Lantern Wealth Advisors
New York
$1.2M