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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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:

2% more capital invested

Capital invested by funds: $48.4B → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
BSG
1501
Black Swift Group
Colorado
$401K
FDS
1502
Freedom Day Solutions
Texas
$400K
TC
1503
Truvestments Capital
Florida
$400K
KA
1504
KLCM Advisors
Wisconsin
$400K
SFG
1505
SNS Financial Group
Minnesota
$400K
SPWM
1506
Schrum Private Wealth Management
Florida
$399K
IWS
1507
Integrity Wealth Solutions
Colorado
$398K
TVAMP
1508
Tennessee Valley Asset Management Partners
Tennessee
$398K
BPFA
1509
Barnes Pettey Financial Advisors
Mississippi
$398K
SWGC
1510
Summit Wealth Group (Colorado)
Colorado
$398K
PRP
1511
Peak Retirement Planning
Ohio
$397K
PWP
1512
Prasad Wealth Partners
Ohio
$396K
VC
1513
Veery Capital
Delaware
$396K
GCP
1514
Guardian Capital (Pennsylvania)
Pennsylvania
$396K
CT
1515
Caldwell Trust
Florida
$395K
KHCM
1516
Kirtland Hills Capital Management
Ohio
$395K
PWM
1517
Paulson Wealth Management
Illinois
$394K
GC
1518
Grimes & Company
Massachusetts
$394K
RBC
1519
Roble Belko & Company
Pennsylvania
$394K
WCM
1520
Wealthcare Capital Management
Virginia
$393K
LPFG
1521
Landing Point Financial Group
Ohio
$392K
MHWM
1522
Montz Harcus Wealth Management
Louisiana
$392K
LRIA
1523
Leonard Rickey Investment Advisors
Washington
$390K
DJSG
1524
D.J. St. Germain
Massachusetts
$390K
BCP
1525
Blue Chip Partners
Michigan
$389K