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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
SSW
1426
Stone Summit Wealth
Florida
$498K
LFG
1427
Lockerman Financial Group
California
$498K
TH
1428
TCTC Holdings
Texas
$497K
ACP
1429
Aviance Capital Partners
Florida
$497K
KHC
1430
Koesten Hirschmann & Crabtree
Kansas
$494K
MAS
1431
Meeder Advisory Services
Ohio
$493K
NA
1432
Novus Advisors
South Carolina
$492K
NHC
1433
Nicholas Hoffman & Company
Georgia
$490K
CST
1434
Charles Schwab Trust
Nevada
$490K
NDSI
1435
Newman Dignan & Sheerar Inc
Rhode Island
$490K
SWA
1436
SOA Wealth Advisors
New York
$485K
AIA
1437
AssuredPartners Investment Advisors
Florida
$484K
WCA
1438
Westover Capital Advisors
Delaware
$483K
FFG
1439
Floyd Financial Group
Missouri
$483K
LHC
1440
Little House Capital
Massachusetts
$482K
DWM
1441
Drive Wealth Management
Utah
$480K
PFM
1442
Phillips Financial Management
Indiana
$477K
CI
1443
CPR Investments
Michigan
$477K
MSG
1444
Main Street Group
Virginia
$476K
CWA
1445
Cornerstone Wealth Advisors
Minnesota
$476K
CFC
1446
Coyle Financial Counsel
Illinois
$472K
SC
1447
Shearwater Capital
Colorado
$472K
KFGK
1448
Keystone Financial Group (Kentucky)
Kentucky
$472K
TRIA
1449
Trail Ridge Investment Advisors
Colorado
$472K
SP
1450
Sequent Planning
Nebraska
$470K