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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
WPA
1376
Wealth Preservation Advisors
Tennessee
$554K
BC
1377
Burney Company
Virginia
$551K
IWN
1378
Independent Wealth Network
Iowa
$549K
FOR
1379
Family Office Research
Maryland
$549K
BFA
1380
Beaumont Financial Advisors
Massachusetts
$549K
MSFS
1381
Main Street Financial Solutions
Pennsylvania
$548K
T
1382
TrueFG
Texas
$547K
Kayne Anderson Rudnick Investment Management
1383
Kayne Anderson Rudnick Investment Management
California
$547K
MAM
1384
MWA Asset Management
Massachusetts
$544K
SCM
1385
SB Capital Management
California
$544K
BWM
1386
Brown Wealth Management
Illinois
$544K
EPM
1387
Elm Partners Management
Pennsylvania
$543K
GT
1388
GreatBanc Trust
Illinois
$542K
WA
1389
Wealthstar Advisors
Texas
$542K
IP
1390
Indivisible Partners
Florida
$541K
VCM
1391
Versant Capital Management
Arizona
$541K
RZH
1392
Relyea Zuckerberg Hanson
Connecticut
$539K
FWWM
1393
Fiscal Wisdom Wealth Management
Connecticut
$537K
CCM
1394
Condor Capital Management
New Jersey
$536K
MNA
1395
Manning & Napier Advisors
New York
$535K
BPWM
1396
Badgley Phelps Wealth Managers
Washington
$535K
VWA
1397
Visionary Wealth Advisors
Illinois
$534K
STCOSD
1398
Sageworth Trust Company of South Dakota
South Dakota
$534K
TA
1399
TrueWealth Advisors
Alabama
$532K
LB
1400
Legacy Bridge
Iowa
$531K