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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
KW
1026
KWB Wealth
California
$1.2M
BBPWM
1027
Blue Bell Private Wealth Management
Pennsylvania
$1.2M
MLL
1028
Moody Lynn & Lieberson
Massachusetts
$1.2M
AP
1029
Americana Partners
Texas
$1.18M
CFG
1030
Clayton Financial Group
Missouri
$1.18M
RA
1031
RFG Advisory
Alabama
$1.18M
JSSH
1032
J. Safra Sarasin Holding
$1.18M
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$1.18M
CPA
1034
Capital Planning Advisors
California
$1.17M
EAM
1035
Empirical Asset Management
Massachusetts
$1.17M
GFA
1036
Gallagher Fiduciary Advisors
Illinois
$1.17M
IIC
1037
Ironwood Investment Counsel
Arizona
$1.16M
GJWM
1038
Gilliland Jeter Wealth Management
Arkansas
$1.16M
OC
1039
Oakworth Capital
Alabama
$1.16M
CB
1040
CNB Bank
Pennsylvania
$1.16M
JWBC
1041
J.W. Burns & Co
New York
$1.16M
LWPC
1042
Legacy Wealth Partners (Colorado)
Colorado
$1.15M
SHA
1043
Seneca House Advisors
Virginia
$1.15M
WPC
1044
Wedmont Private Capital
Pennsylvania
$1.15M
ACIM
1045
Azimuth Capital Investment Management
Michigan
$1.15M
PBF
1046
Petix & Botte Financial
California
$1.15M
CIC
1047
Chilton Investment Company
Connecticut
$1.14M
MA
1048
Montag & Associates
Georgia
$1.14M
AWMNH
1049
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.14M
CGA
1050
Crescent Grove Advisors
Illinois
$1.14M