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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
TRIA
1451
Trail Ridge Investment Advisors
Colorado
$472K
SP
1452
Sequent Planning
Nebraska
$470K
SWM
1453
Shakespeare Wealth Management
Wisconsin
$467K
S
1454
Sachetta
Massachusetts
$462K
MMG
1455
Monetary Management Group
Missouri
$462K
WSA
1456
Warm Springs Advisors
California
$460K
IP
1457
Integras Partners
Georgia
$460K
MWM
1458
Mascagni Wealth Management
Mississippi
$459K
WLPWM
1459
Walled Lake Planning & Wealth Management
Illinois
$459K
KFG
1460
Kelly Financial Group
Connecticut
$457K
AAG
1461
Armstrong Advisory Group
Massachusetts
$457K
DIA
1462
Dana Investment Advisors
Wisconsin
$456K
NOI
1463
Newton One Investments
Delaware
$456K
GEA
1464
Glen Eagle Advisors
New Jersey
$455K
FWM
1465
Foguth Wealth Management
Michigan
$455K
LT
1466
Legacy Trust
Michigan
$454K
MFT
1467
Moisand Fitzgerald Tamayo
Florida
$453K
SAMT
1468
Select Asset Management & Trust
Pennsylvania
$452K
OPF
1469
Old Peak Finance
North Carolina
$450K
OAL
1470
Oasis Advisors, LLC
Iowa
$449K
GWS
1471
Glassman Wealth Services
Virginia
$449K
AWP
1472
Accretive Wealth Partners
New Jersey
$447K
SWM
1473
Silverlake Wealth Management
Vermont
$447K
EI
1474
Ellevest Inc
New York
$445K
MHB
1475
Midwest Heritage Bank
Iowa
$444K