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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
FTWA
1326
Fifth Third Wealth Advisors
Ohio
$585K
BMWM
1327
Brown Miller Wealth Management
Virginia
$584K
HFS
1328
Howard Financial Services
Texas
$583K
FF
1329
Francis Financial
$581K
SCM
1330
Seascape Capital Management
New Hampshire
$581K
WWM
1331
WT Wealth Management
Arizona
$580K
CCA
1332
Childress Capital Advisors
Texas
$580K
LGWM
1333
Litman Gregory Wealth Management
California
$579K
EFG
1334
Ethos Financial Group
Pennsylvania
$578K
IRC
1335
Investors Research Corp
Georgia
$578K
MAM
1336
McLean Asset Management
Virginia
$576K
HWM
1337
Horizon Wealth Management
Illinois
$575K
SFP
1338
SwitchPoint Financial Planning
Utah
$574K
PWMAG
1339
Pinnacle Wealth Management Advisory Group
New Jersey
$572K
AI
1340
Accredited Investors
Minnesota
$572K
CWP
1341
Curated Wealth Partners
California
$570K
LG
1342
LaFleur & Godfrey
Michigan
$570K
NWA
1343
New World Advisors
Massachusetts
$570K
SIG
1344
Spinnaker Investment Group
California
$568K
UW
1345
Unique Wealth
Florida
$567K
OCM
1346
One Capital Management
California
$566K
GWA
1347
Gutierrez Wealth Advisory
Arkansas
$564K
GA
1348
Goldstein Advisors
Wisconsin
$561K
AIM
1349
Aspen Investment Management
Michigan
$561K
BAM
1350
BOS Asset Management
Illinois
$561K