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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
FNBTCON
1126
First National Bank & Trust Co of Newtown
Pennsylvania
$969K
OWA
1127
Opal Wealth Advisors
New York
$967K
FPGK
1128
Financial Partners Group (Kansas)
Kansas
$966K
SIC
1129
Sigma Investment Counselors
Michigan
$961K
ECA
1130
Elevated Capital Advisors
Utah
$960K
WF
1131
Welch & Forbes
Massachusetts
$957K
KWMLLC
1132
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$955K
FCP
1133
Fidelis Capital Partners
Florida
$955K
MCM
1134
MidAtlantic Capital Management
Virginia
$955K
B
1135
Bedminster
South Carolina
$954K
BWM
1136
BCS Wealth Management
Tennessee
$952K
AIA
1137
Arbor Investment Advisors
North Carolina
$947K
GWM
1138
GDS Wealth Management
Texas
$944K
SAG
1139
SageView Advisory Group
California
$941K
T
1140
Tidemark
California
$933K
CGPCS
1141
Capital Group Private Client Services
California
$929K
WAM
1142
Wallington Asset Management
Indiana
$929K
CTA
1143
Chesley Taft & Associates
Illinois
$927K
CBA
1144
Coastal Bridge Advisors
Connecticut
$917K
BCA
1145
Bay Colony Advisors
Massachusetts
$912K
NCM
1146
NCM Capital Management
New Jersey
$911K
VWM
1147
Verus Wealth Management
Wisconsin
$908K
FNB
1148
Farmers National Bank
Kentucky
$904K
ATFA
1149
All Terrain Financial Advisors
Minnesota
$902K
CANC
1150
Culbertson A N & Co
Virginia
$899K