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iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
TFO
1276
Timonier Family Office
North Carolina
$682K
SCA
1277
STALEY CAPITAL ADVISERS
Pennsylvania
$682K
FB
1278
Fulton Bank
Pennsylvania
$682K
PW
1279
PUREfi Wealth
Massachusetts
$681K
OWA
1280
ORBA Wealth Advisors
Illinois
$675K
EP
1281
Edgestream Partners
New Jersey
$667K
DFG
1282
Dynamic Financial Group
Iowa
$664K
BOPW
1283
Brandywine Oak Private Wealth
Pennsylvania
$664K
GCA
1284
Gradient Capital Advisors
California
$660K
SW
1285
SMART Wealth
Nebraska
$658K
PWP
1286
Principle Wealth Partners
Connecticut
$656K
OC
1287
Oarsman Capital
Wisconsin
$654K
QWM
1288
Quadcap Wealth Management
Texas
$653K
GC
1289
Garde Capital
Washington
$653K
BWM
1290
BCGM Wealth Management
Indiana
$652K
OHIS
1291
Oak Harvest Investment Services
Texas
$651K
Bank of Nova Scotia
1292
Bank of Nova Scotia
Ontario, Canada
$651K
RSA
1293
River Street Advisors
Illinois
$651K
ONST
1294
Old North State Trust
North Carolina
$649K
CP
1295
Clarendon Private
Massachusetts
$647K
BHWM
1296
Bar Harbor Wealth Management
New Hampshire
$646K
OPWM
1297
Oakwell Private Wealth Management
Texas
$646K
KCM
1298
KRS Capital Management
Michigan
$644K
EIA
1299
Eldridge Investment Advisors
New Hampshire
$641K
WCM
1300
WealthBridge Capital Management
Ohio
$641K