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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
SEM
1301
Strategic Equity Management
Arizona
$640K
UCB
1302
United Community Bank
South Carolina
$639K
ET
1303
Equitable Trust
Tennessee
$638K
OWA
1304
Oak Wealth Advisors
Illinois
$638K
AAS
1305
Annex Advisory Services
Wisconsin
$637K
CMP
1306
Courage Miller Partners
Virginia
$637K
GLR
1307
Great Lakes Retirement
Ohio
$636K
CAG
1308
Curtis Advisory Group
California
$633K
BAMG
1309
Brand Asset Management Group
Missouri
$633K
PL
1310
Parthenon LLC
Kentucky
$633K
PCI
1311
Planning Center Inc
Illinois
$633K
PPP
1312
Prism Planning Partners
Illinois
$630K
SFG
1313
Sage Financial Group
Pennsylvania
$630K
PAM
1314
Palisade Asset Management
Minnesota
$629K
BWM
1315
Base Wealth Management
Florida
$629K
EW
1316
Enzi Wealth
Texas
$628K
SWM
1317
Segment Wealth Management
Texas
$628K
OAM
1318
Oppenheimer Asset Management
New York
$626K
FRA
1319
Front Row Advisors
California
$625K
AWM
1320
Accurate Wealth Management
Florida
$625K
V
1321
VeraBank
Texas
$624K
FM
1322
Family Management
New York
$623K
OCM
1323
Objective Capital Management
Ohio
$623K
SWA
1324
SFMG Wealth Advisors
Texas
$621K
GPA
1325
Garrison Point Advisors
California
$621K