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