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