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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
SWM
1451
Shakespeare Wealth Management
Wisconsin
$467K
S
1452
Sachetta
Massachusetts
$462K
MMG
1453
Monetary Management Group
Missouri
$462K
WSA
1454
Warm Springs Advisors
California
$460K
IP
1455
Integras Partners
Georgia
$460K
MWM
1456
Mascagni Wealth Management
Mississippi
$459K
WLPWM
1457
Walled Lake Planning & Wealth Management
Illinois
$459K
KFG
1458
Kelly Financial Group
Connecticut
$457K
AAG
1459
Armstrong Advisory Group
Massachusetts
$457K
DIA
1460
Dana Investment Advisors
Wisconsin
$456K
NOI
1461
Newton One Investments
Delaware
$456K
GEA
1462
Glen Eagle Advisors
New Jersey
$455K
FWM
1463
Foguth Wealth Management
Michigan
$455K
LT
1464
Legacy Trust
Michigan
$454K
MFT
1465
Moisand Fitzgerald Tamayo
Florida
$453K
SAMT
1466
Select Asset Management & Trust
Pennsylvania
$452K
OPF
1467
Old Peak Finance
North Carolina
$450K
OAL
1468
Oasis Advisors, LLC
Iowa
$449K
GWS
1469
Glassman Wealth Services
Virginia
$449K
AWP
1470
Accretive Wealth Partners
New Jersey
$447K
SWM
1471
Silverlake Wealth Management
Vermont
$447K
EI
1472
Ellevest Inc
New York
$445K
MHB
1473
Midwest Heritage Bank
Iowa
$444K
CFAM
1474
Center For Asset Management
Florida
$444K
GFG
1475
Genesis Financial Group
New Jersey
$443K