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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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:

2% more capital invested

Capital invested by funds: $48.4B → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
CWP
1201
Clark Wealth Partners
Illinois
$781K
DWM
1202
Dakota Wealth Management
Florida
$780K
GIA
1203
Guyasuta Investment Advisors
Pennsylvania
$779K
BTWM
1204
Baker Tilly Wealth Management
Wisconsin
$779K
ICMM
1205
Integrated Capital Management (Michigan)
Michigan
$778K
WA1
1206
Wimmer Associates 1
California
$777K
FT
1207
Fiduciary Trust
Massachusetts
$775K
JSW
1208
Journey Strategic Wealth
New Jersey
$772K
MWA
1209
Monograph Wealth Advisors
California
$771K
MCA
1210
Midwest Capital Advisors
Michigan
$770K
AFG
1211
ABLE Financial Group
Arizona
$770K
CG
1212
Caprock Group
Idaho
$768K
PFA
1213
Pinnacle Family Advisors
Missouri
$767K
MFP
1214
Meramec Financial Planners
Missouri
$767K
LEA
1215
Legacy Edge Advisors
New York
$767K
TA
1216
TFB Advisors
Kansas
$766K
MMPW
1217
Mitchell McLeod Pugh & Williams
Alabama
$766K
LCGC
1218
Legacy Capital Group California
California
$762K
HF
1219
HRT Financial
New York
$762K
NB
1220
NBT Bank
New York
$761K
CA
1221
CGN Advisors
Kansas
$760K
C
1222
Certuity
Florida
$755K
FWM
1223
FLP Wealth Management
Arkansas
$755K
BC
1224
Brio Consultants
California
$754K
JAG
1225
Journey Advisory Group
Kentucky
$753K