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iShares S&P 500 Growth ETF

2,000 hedge funds and large institutions have $49.1B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 672 increasing their positions, 733 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 → $49.1B (+$784M)

0.24% more ownership

Funds ownership: 73%73.24% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 733

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
MOS
101
MGO One Seven
Ohio
$46.6M
EWA
102
Encompass Wealth Advisors
Oregon
$46.1M
MPW
103
MA Private Wealth
California
$46M
AWA
104
Arkadios Wealth Advisors
Georgia
$46M
CA
105
Clearstead Advisors
Ohio
$45.5M
LF
106
Lee Financial
Texas
$44.5M
FLA
107
Financial Life Advisors
Texas
$43.8M
SHJ
108
Sharkey, Howes & Javer
Colorado
$43.5M
PSP
109
Principal Street Partners
Tennessee
$43.4M
TAP
110
TSG Advice Partners
Ohio
$43.2M
1IA
111
1834 Investment Advisors
Wisconsin
$43.1M
Corient Private Wealth
112
Corient Private Wealth
Florida
$41.8M
CFS
113
CGC Financial Services
Oregon
$41.7M
FWMM
114
Foundation Wealth Management (Missouri)
Missouri
$41.5M
BB
115
Busey Bank
Illinois
$41.3M
LWP
116
LMG Wealth Partners
Louisiana
$41.3M
DWM
117
Dynasty Wealth Management
Florida
$41.3M
Citigroup
118
Citigroup
New York
$40.3M
PWM
119
Praetorian Wealth Management
California
$39.2M
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$39.2M
GT
121
Greenleaf Trust
Michigan
$39.1M
BCI
122
Brinker Capital Investments
Pennsylvania
$39M
SWP
123
Sagespring Wealth Partners
Tennessee
$38.2M
ANB
124
Amarillo National Bank
Texas
$37.6M
BPA
125
Beacon Pointe Advisors
California
$37.3M