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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
GWA
1326
Genesis Wealth Advisors
Massachusetts
$617K
G
1327
GenTrust
Florida
$616K
IA
1328
Inspire Advisors
Idaho
$615K
4WM
1329
49 Wealth Management
Texas
$615K
IA
1330
IFC Advisors
California
$613K
SF
1331
Seros Financial
Arizona
$611K
CFMC
1332
Curbstone Financial Management Corp
New Hampshire
$610K
SI
1333
Stirlingshire Investments
New York
$608K
TCOT
1334
Trust Company of Toledo
Ohio
$605K
NAAA
1335
New Age Alpha Advisors
New York
$605K
SIC
1336
Samalin Investment Counsel
New York
$603K
PMFA
1337
Plante Moran Financial Advisors
Michigan
$602K
CNBT
1338
Canandaigua National Bank & Trust
New York
$602K
LWM
1339
Level Wealth Management
North Carolina
$601K
PNAA
1340
Pictet North America Advisors
Switzerland
$601K
BFAG
1341
Blackston Financial Advisory Group
Florida
$599K
JWM
1342
JGP Wealth Management
Oregon
$596K
VCA
1343
Verdence Capital Advisors
Maryland
$596K
RMAM
1344
Raab & Moskowitz Asset Management
New Jersey
$590K
FC
1345
Fusion Capital
South Carolina
$590K
AFG
1346
Atomi Financial Group
New York
$590K
FTWA
1347
Fifth Third Wealth Advisors
Ohio
$585K
BMWM
1348
Brown Miller Wealth Management
Virginia
$584K
HFS
1349
Howard Financial Services
Texas
$583K
FF
1350
Francis Financial
$581K