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iShares S&P 500 Growth ETF

2,037 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 213 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)

0.72% more ownership

Funds ownership: 73%73.73% (+0.72%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,037
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
BPA
126
Beacon Pointe Advisors
California
$37.3M
AC
127
AlphaCore Capital
California
$36.9M
Two Sigma Investments
128
Two Sigma Investments
New York
$36.1M
MCM
129
MV Capital Management
Maryland
$35.9M
PIA
130
Powell Investment Advisors
Florida
$35.7M
SIC
131
Sterling Investment Counsel
New York
$35.7M
BEC
132
Blue Edge Capital
Virginia
$35.2M
SHIM
133
Stone House Investment Management
Pennsylvania
$34.7M
SW
134
SteelPeak Wealth
California
$34.6M
AWM
135
Apollon Wealth Management
South Carolina
$34M
LNWTC
136
Laird Norton Wetherby Trust Company
Washington
$34M
EH
137
Equitable Holdings
New York
$34M
AQR Capital Management
138
AQR Capital Management
Connecticut
$34M
SVCP
139
Silicon Valley Capital Partners
California
$33.7M
BFPW
140
BOK Financial Private Wealth
Colorado
$33.7M
JWCA
141
J.W. Cole Advisors
Florida
$33.5M
TWP
142
Triad Wealth Partners
Kansas
$33.3M
GIA
143
Gladstone Institutional Advisory
Florida
$33.2M
B
144
Barings
North Carolina
$33.2M
IA
145
Integrity Alliance
Iowa
$32.9M
FMWA
146
Forvis Mazars Wealth Advisors
Missouri
$32.8M
WSFS
147
Wilmington Savings Fund Society
Delaware
$32.5M
SWP
148
ShoreHaven Wealth Partners
New Jersey
$32.4M
EL
149
EWA LLC
Pennsylvania
$32.4M
GRP
150
Global Retirement Partners
California
$32.3M