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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
EWM
1101
Evolution Wealth Management
Florida
$1.01M
CIA
1102
Capital Investment Advisors
Georgia
$1.01M
AF
1103
Apollon Financial
South Carolina
$1.01M
FDCDDQ
1104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1M
SIC
1105
Salem Investment Counselors
North Carolina
$1M
FDCP
1106
Foster Dykema Cabot & Partners
Massachusetts
$991K
BOS
1107
Bank of Stockton
California
$989K
SKK
1108
Shepherd Kaplan Krochuk
Massachusetts
$979K
MCWS
1109
McKinley Carter Wealth Services
West Virginia
$972K
WG
1110
Welch Group
Alabama
$971K
NG
1111
Norden Group
Utah
$970K
CHC
1112
City Holding Co
West Virginia
$969K
FNBTCON
1113
First National Bank & Trust Co of Newtown
Pennsylvania
$969K
OWA
1114
Opal Wealth Advisors
New York
$967K
FPGK
1115
Financial Partners Group (Kansas)
Kansas
$966K
SIC
1116
Sigma Investment Counselors
Michigan
$961K
ECA
1117
Elevated Capital Advisors
Utah
$960K
WF
1118
Welch & Forbes
Massachusetts
$957K
FCP
1119
Fidelis Capital Partners
Florida
$955K
MCM
1120
MidAtlantic Capital Management
Virginia
$955K
B
1121
Bedminster
South Carolina
$954K
BWM
1122
BCS Wealth Management
Tennessee
$952K
AIA
1123
Arbor Investment Advisors
North Carolina
$947K
GWM
1124
GDS Wealth Management
Texas
$944K
SAG
1125
SageView Advisory Group
California
$941K