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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
CCA
1351
Childress Capital Advisors
Texas
$580K
LGWM
1352
Litman Gregory Wealth Management
California
$579K
EFG
1353
Ethos Financial Group
Pennsylvania
$578K
IRC
1354
Investors Research Corp
Georgia
$578K
MAM
1355
McLean Asset Management
Virginia
$576K
RA
1356
Rubicon Advisors
California
$575K
HWM
1357
Horizon Wealth Management
Illinois
$575K
MCM
1358
Mengis Capital Management
Oregon
$574K
SFP
1359
SwitchPoint Financial Planning
Utah
$574K
PWMAG
1360
Pinnacle Wealth Management Advisory Group
New Jersey
$572K
AI
1361
Accredited Investors
Minnesota
$572K
CWP
1362
Curated Wealth Partners
California
$570K
LG
1363
LaFleur & Godfrey
Michigan
$570K
NWA
1364
New World Advisors
Massachusetts
$570K
SIG
1365
Spinnaker Investment Group
California
$568K
UW
1366
Unique Wealth
Florida
$567K
OCM
1367
One Capital Management
California
$566K
GWA
1368
Gutierrez Wealth Advisory
Arkansas
$564K
GA
1369
Goldstein Advisors
Wisconsin
$561K
AIM
1370
Aspen Investment Management
Michigan
$561K
BAM
1371
BOS Asset Management
Illinois
$561K
FW
1372
Fairway Wealth
Ohio
$558K
JFGLC
1373
Johnson Financial Group LLC (Colorado)
Colorado
$557K
FI
1374
Financial Insights
Washington
$557K
CWA
1375
Canvas Wealth Advisors
Kansas
$555K