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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
MC
1151
Middleton & Co
Massachusetts
$899K
RF
1152
Rossby Financial
Florida
$897K
MM
1153
Meridian Management
Arkansas
$896K
RMDI
1154
R.M. Davis Inc
Maine
$893K
TCWM
1155
Total Clarity Wealth Management
Illinois
$889K
HCM
1156
HMS Capital Management
Tennessee
$889K
BONH
1157
Bank of New Hampshire
New Hampshire
$883K
QFW
1158
QTR Family Wealth
Florida
$882K
BC
1159
BDFS Capital
Delaware
$882K
HIP
1160
HUB Investment Partners
Texas
$882K
SPP
1161
Single Point Partners
Massachusetts
$878K
VWM
1162
Vigil Wealth Management
Florida
$874K
TCOTS
1163
Trust Company of the South
North Carolina
$873K
TSS
1164
Two Sigma Securities
New York
$873K
MBI
1165
May Barnhard Investments
Maryland
$872K
IRAG
1166
Investment Research & Advisory Group
Georgia
$871K
MWAM
1167
Manhattan West Asset Management
California
$871K
BHIA
1168
Birch Hill Investment Advisors
Massachusetts
$869K
TWP
1169
TFO Wealth Partners
Ohio
$869K
SWM
1170
SeaCrest Wealth Management
New York
$869K
HWA
1171
HCR Wealth Advisors
California
$868K
LCA
1172
Legend Capital Advisors
New York
$865K
JGIA
1173
Jackson Grant Investment Advisers
Connecticut
$863K
CAMG
1174
CWA Asset Management Group
Florida
$863K
LBC
1175
Lane Brothers & Co
Arizona
$861K