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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
ET
1301
Equitable Trust
Tennessee
$638K
OWA
1302
Oak Wealth Advisors
Illinois
$638K
AAS
1303
Annex Advisory Services
Wisconsin
$637K
CMP
1304
Courage Miller Partners
Virginia
$637K
GLR
1305
Great Lakes Retirement
Ohio
$636K
CAG
1306
Curtis Advisory Group
California
$633K
BAMG
1307
Brand Asset Management Group
Missouri
$633K
PL
1308
Parthenon LLC
Kentucky
$633K
PCI
1309
Planning Center Inc
Illinois
$633K
PPP
1310
Prism Planning Partners
Illinois
$630K
SFG
1311
Sage Financial Group
Pennsylvania
$630K
PAM
1312
Palisade Asset Management
Minnesota
$629K
BWM
1313
Base Wealth Management
Florida
$629K
EW
1314
Enzi Wealth
Texas
$628K
SWM
1315
Segment Wealth Management
Texas
$628K
OAM
1316
Oppenheimer Asset Management
New York
$626K
FRA
1317
Front Row Advisors
California
$625K
AWM
1318
Accurate Wealth Management
Florida
$625K
V
1319
VeraBank
Texas
$624K
FM
1320
Family Management
New York
$623K
OCM
1321
Objective Capital Management
Ohio
$623K
SWA
1322
SFMG Wealth Advisors
Texas
$621K
GPA
1323
Garrison Point Advisors
California
$621K
GWA
1324
Genesis Wealth Advisors
Massachusetts
$617K
G
1325
GenTrust
Florida
$616K