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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
BFS
1251
Bare Financial Services
Pennsylvania
$734K
RI
1252
Rinkey Investments
California
$731K
W
1253
Wealthquest
Ohio
$731K
NAS
1254
NWF Advisory Services
California
$730K
Tudor Investment Corp
1255
Tudor Investment Corp
Connecticut
$727K
CPC
1256
Consolidated Planning Corp
Georgia
$715K
BWM
1257
BAM Wealth Management
Colorado
$713K
VFS
1258
Valpey Financial Services
New Hampshire
$712K
Victory Capital Management
1259
Victory Capital Management
Texas
$710K
DE
1260
Diversified Enterprises
Delaware
$710K
CFA
1261
CWS Financial Advisors
Michigan
$706K
TIM
1262
Tortoise Investment Management
New York
$705K
AF
1263
ASL Financial
California
$704K
BPC
1264
Bearing Point Capital
Minnesota
$702K
PL
1265
Plancorp LLC
Missouri
$701K
CPSAC
1266
Chas P. Smith & Associates (CPS)
Florida
$701K
AWA
1267
Amplius Wealth Advisors
Pennsylvania
$695K
WCP
1268
Wick Capital Partners
Pennsylvania
$694K
CCA
1269
Conservest Capital Advisors
Pennsylvania
$690K
WFAG
1270
Worth Financial Advisory Group
North Carolina
$689K
DI
1271
Disciplined Investments
Oklahoma
$688K
LWANC
1272
Laurel Wealth Advisors (North Carolina)
North Carolina
$686K
LJAC
1273
L.J. Altfest & Co
New York
$686K
TFO
1274
Timonier Family Office
North Carolina
$682K
SCA
1275
STALEY CAPITAL ADVISERS
Pennsylvania
$682K