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iShares S&P 500 Growth ETF

2,040 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 216 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%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
EPW
1201
Evergreen Private Wealth
Colorado
$806K
GFM
1202
GEN Financial Management
Minnesota
$806K
PMG
1203
ProVise Management Group
Florida
$804K
EWM
1204
Elevation Wealth Management
Minnesota
$801K
DCM
1205
Dimension Capital Management
Florida
$800K
HA
1206
Huntleigh Advisors
Missouri
$800K
AWM
1207
Aureum Wealth Management
Florida
$799K
PEWA
1208
Pacific Excel Wealth Advisors
California
$795K
WIC
1209
Woodmont Investment Counsel
Tennessee
$790K
OWMIAS
1210
One Wealth Management Investment & Advisory Services
Florida
$790K
IPW
1211
Intergy Private Wealth
Colorado
$789K
TI
1212
tru Independence
Oregon
$789K
AGWCA
1213
Annis Gardner Whiting Capital Advisors
Florida
$789K
BAAM
1214
Baker Avenue Asset Management
California
$787K
CB
1215
Community Bank
New York
$785K
WJWM
1216
Williams Jones Wealth Management
New York
$781K
CWP
1217
Clark Wealth Partners
Illinois
$781K
DWM
1218
Dakota Wealth Management
Florida
$780K
GIA
1219
Guyasuta Investment Advisors
Pennsylvania
$779K
BTWM
1220
Baker Tilly Wealth Management
Wisconsin
$779K
ICMM
1221
Integrated Capital Management (Michigan)
Michigan
$778K
WA1
1222
Wimmer Associates 1
California
$777K
FT
1223
Fiduciary Trust
Massachusetts
$775K
JSW
1224
Journey Strategic Wealth
New Jersey
$772K
MWA
1225
Monograph Wealth Advisors
California
$771K