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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
OPA
1176
Old Port Advisors
Maine
$860K
HCM
1177
Harvey Capital Management
Florida
$860K
SFWC
1178
Strategic Family Wealth Counselors
New Jersey
$858K
VHAM
1179
Van Hulzen Asset Management
California
$857K
AC
1180
Annandale Capital
Texas
$857K
AWM
1181
Activest Wealth Management
Florida
$857K
CWA
1182
Crux Wealth Advisors
California
$856K
HI
1183
Hyundai Investments
South Korea
$850K
GI
1184
GAMMA Investing
California
$849K
RAS
1185
RPS Advisory Solutions
Kentucky
$848K
BCI
1186
Blue Capital Inc
Nebraska
$848K
MCM
1187
Mainstream Capital Management
California
$846K
GWA
1188
Geometric Wealth Advisors
District of Columbia
$842K
MWM
1189
Meridian Wealth Management
Kentucky
$837K
CWM
1190
Castle Wealth Management
Florida
$834K
NRC
1191
New Republic Capital
North Carolina
$833K
OPW
1192
Oxler Private Wealth
New York
$833K
ACA
1193
Affinity Capital Advisors
California
$829K
WCG
1194
Weaver Consulting Group
California
$825K
FCB
1195
First County Bank
Connecticut
$822K
EFG
1196
Everhart Financial Group
Ohio
$813K
IAA
1197
Independent Advisor Alliance
North Carolina
$813K
CA
1198
Claro Advisors
Massachusetts
$813K
SAM
1199
Strategy Asset Managers
California
$810K
KIM
1200
Kestra Investment Management
Texas
$809K