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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
CCA
1251
Conservest Capital Advisors
Pennsylvania
$690K
WFAG
1252
Worth Financial Advisory Group
North Carolina
$689K
DI
1253
Disciplined Investments
Oklahoma
$688K
LWANC
1254
Laurel Wealth Advisors (North Carolina)
North Carolina
$686K
LJAC
1255
L.J. Altfest & Co
New York
$686K
TFO
1256
Timonier Family Office
North Carolina
$682K
SCA
1257
STALEY CAPITAL ADVISERS
Pennsylvania
$682K
FB
1258
Fulton Bank
Pennsylvania
$682K
PW
1259
PUREfi Wealth
Massachusetts
$681K
OWA
1260
ORBA Wealth Advisors
Illinois
$675K
EP
1261
Edgestream Partners
New Jersey
$667K
DFG
1262
Dynamic Financial Group
Iowa
$664K
BOPW
1263
Brandywine Oak Private Wealth
Pennsylvania
$664K
GCA
1264
Gradient Capital Advisors
California
$660K
SW
1265
SMART Wealth
Nebraska
$658K
PWP
1266
Principle Wealth Partners
Connecticut
$656K
OC
1267
Oarsman Capital
Wisconsin
$654K
QWM
1268
Quadcap Wealth Management
Texas
$653K
GC
1269
Garde Capital
Washington
$653K
BWM
1270
BCGM Wealth Management
Indiana
$652K
OHIS
1271
Oak Harvest Investment Services
Texas
$651K
Bank of Nova Scotia
1272
Bank of Nova Scotia
Ontario, Canada
$651K
RSA
1273
River Street Advisors
Illinois
$651K
CP
1274
Clarendon Private
Massachusetts
$647K
BHWM
1275
Bar Harbor Wealth Management
New Hampshire
$646K