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iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
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
BW
1101
Balance Wealth
Ohio
$1.04M
CFGW
1102
Chancellor Financial Group WB
Pennsylvania
$1.04M
GD
1103
Grandfield & Dodd
New York
$1.04M
FWA
1104
FSM Wealth Advisors
Ohio
$1.03M
QP
1105
Quartz Partners
New York
$1.03M
TFO
1106
Tarbox Family Office
California
$1.03M
BWM
1107
Buska Wealth Management
Wisconsin
$1.03M
DW
1108
Durante & Waters
New York
$1.02M
AFA
1109
American Financial Advisors
Georgia
$1.02M
CFP
1110
Catalyst Financial Partners
Massachusetts
$1.02M
SYBT
1111
Stock Yards Bank & Trust
Kentucky
$1.01M
WWMP
1112
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.01M
PWCM
1113
Processus Wealth & Capital Management
Tennessee
$1.01M
EWM
1114
Evolution Wealth Management
Florida
$1.01M
CIA
1115
Capital Investment Advisors
Georgia
$1.01M
AF
1116
Apollon Financial
South Carolina
$1.01M
FDCDDQ
1117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1M
SIC
1118
Salem Investment Counselors
North Carolina
$1M
FDCP
1119
Foster Dykema Cabot & Partners
Massachusetts
$991K
BOS
1120
Bank of Stockton
California
$989K
SKK
1121
Shepherd Kaplan Krochuk
Massachusetts
$979K
MCWS
1122
McKinley Carter Wealth Services
West Virginia
$972K
WG
1123
Welch Group
Alabama
$971K
NG
1124
Norden Group
Utah
$970K
CHC
1125
City Holding Co
West Virginia
$969K