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iShares S&P 500 Growth ETF

2,041 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 217 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%73.74% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,041
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
JWBC
1051
J.W. Burns & Co
New York
$1.16M
BFG
1052
Beacon Financial Group
Texas
$1.15M
LWPC
1053
Legacy Wealth Partners (Colorado)
Colorado
$1.15M
SHA
1054
Seneca House Advisors
Virginia
$1.15M
WPC
1055
Wedmont Private Capital
Pennsylvania
$1.15M
ACIM
1056
Azimuth Capital Investment Management
Michigan
$1.15M
CWA
1057
Consilio Wealth Advisors
Washington
$1.15M
PBF
1058
Petix & Botte Financial
California
$1.15M
CIC
1059
Chilton Investment Company
Connecticut
$1.14M
MA
1060
Montag & Associates
Georgia
$1.14M
AWMNH
1061
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.14M
CGA
1062
Crescent Grove Advisors
Illinois
$1.14M
BIA
1063
Beacon Investment Advisors
Maryland
$1.13M
PPA
1064
Pacific Point Advisors
California
$1.13M
SIAM
1065
Sterling Investment Advisors (Missouri)
Missouri
$1.13M
RG
1066
RHL Group
Michigan
$1.13M
BI
1067
Breachway Investments
Rhode Island
$1.12M
TWA
1068
Talisman Wealth Advisors
New Jersey
$1.12M
Qube Research & Technologies (QRT)
1069
Qube Research & Technologies (QRT)
United Kingdom
$1.12M
KPWG
1070
KFA Private Wealth Group
Virginia
$1.12M
VP
1071
Verum Partners
North Carolina
$1.12M
FWM
1072
FFT Wealth Management
Pennsylvania
$1.12M
LWCFA
1073
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.11M
GPFA
1074
Game Plan Financial Advisors
Ohio
$1.11M
PFA
1075
Pure Financial Advisors
California
$1.11M