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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
TA
1401
TrueWealth Advisors
Alabama
$532K
LB
1402
Legacy Bridge
Iowa
$531K
PP
1403
Patten & Patten
Tennessee
$529K
BO
1404
Bank OZK
Arkansas
$527K
HCWM
1405
Hidden Cove Wealth Management
Washington
$524K
HHWM
1406
Hiley Hunt Wealth Management
Nebraska
$521K
NEWAS
1407
N.E.W. Advisory Services
Wisconsin
$520K
OCFG
1408
O'Connor Financial Group
Illinois
$520K
ERIC
1409
Eagle Rock Investment Company
Georgia
$518K
RMP
1410
Richards, Merrill & Peterson
Washington
$517K
TCOV
1411
Trust Company of Vermont
Vermont
$515K
LSPW
1412
Lake Street Private Wealth
Illinois
$514K
GCP
1413
Gill Capital Partners
Colorado
$514K
HA
1414
HFG Advisors
Ohio
$514K
CKAIS
1415
Christensen King & Associates Investment Services
Washington
$513K
LLWM
1416
Life Line Wealth Management
California
$513K
TC
1417
Trilogy Capital
California
$513K
GI
1418
GLOBALT Investments
Georgia
$512K
OSNBOA
1419
Old Second National Bank of Aurora
Illinois
$512K
IWS
1420
Insight Wealth Strategies
California
$511K
CIR
1421
Clear Investment Research
Georgia
$509K
JSA
1422
Jim Saulnier & Associates
Colorado
$505K
HAS
1423
Holland Advisory Services
Florida
$504K
SAM
1424
Secure Asset Management
Michigan
$503K
KFG
1425
Kingdom Financial Group
Arizona
$500K