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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
PP
1401
Patten & Patten
Tennessee
$529K
BO
1402
Bank OZK
Arkansas
$527K
HCWM
1403
Hidden Cove Wealth Management
Washington
$524K
HHWM
1404
Hiley Hunt Wealth Management
Nebraska
$521K
NEWAS
1405
N.E.W. Advisory Services
Wisconsin
$520K
OCFG
1406
O'Connor Financial Group
Illinois
$520K
ERIC
1407
Eagle Rock Investment Company
Georgia
$518K
RMP
1408
Richards, Merrill & Peterson
Washington
$517K
TCOV
1409
Trust Company of Vermont
Vermont
$515K
LSPW
1410
Lake Street Private Wealth
Illinois
$514K
GCP
1411
Gill Capital Partners
Colorado
$514K
HA
1412
HFG Advisors
Ohio
$514K
CKAIS
1413
Christensen King & Associates Investment Services
Washington
$513K
LLWM
1414
Life Line Wealth Management
California
$513K
TC
1415
Trilogy Capital
California
$513K
GI
1416
GLOBALT Investments
Georgia
$512K
OSNBOA
1417
Old Second National Bank of Aurora
Illinois
$512K
IWS
1418
Insight Wealth Strategies
California
$511K
CIR
1419
Clear Investment Research
Georgia
$509K
JSA
1420
Jim Saulnier & Associates
Colorado
$505K
HAS
1421
Holland Advisory Services
Florida
$504K
SAM
1422
Secure Asset Management
Michigan
$503K
KFG
1423
Kingdom Financial Group
Arizona
$500K
FPCP
1424
Fort Point Capital Partners
California
$500K
PVI
1425
Pine Valley Investments
New Jersey
$498K