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iShares S&P 500 Growth ETF

2,002 hedge funds and large institutions have $49.1B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 672 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 → $49.1B (+$786M)

0.25% more ownership

Funds ownership: 73%73.24% (+0.25%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 734

Holders
2,002
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
TC
1501
Truvestments Capital
Florida
$400K
KA
1502
KLCM Advisors
Wisconsin
$400K
SFG
1503
SNS Financial Group
Minnesota
$400K
SPWM
1504
Schrum Private Wealth Management
Florida
$399K
IWS
1505
Integrity Wealth Solutions
Colorado
$398K
TVAMP
1506
Tennessee Valley Asset Management Partners
Tennessee
$398K
BPFA
1507
Barnes Pettey Financial Advisors
Mississippi
$398K
SWGC
1508
Summit Wealth Group (Colorado)
Colorado
$398K
PRP
1509
Peak Retirement Planning
Ohio
$397K
PWP
1510
Prasad Wealth Partners
Ohio
$396K
VC
1511
Veery Capital
Delaware
$396K
GCP
1512
Guardian Capital (Pennsylvania)
Pennsylvania
$396K
CT
1513
Caldwell Trust
Florida
$395K
KHCM
1514
Kirtland Hills Capital Management
Ohio
$395K
PWM
1515
Paulson Wealth Management
Illinois
$394K
GC
1516
Grimes & Company
Massachusetts
$394K
RBC
1517
Roble Belko & Company
Pennsylvania
$394K
WCM
1518
Wealthcare Capital Management
Virginia
$393K
LPFG
1519
Landing Point Financial Group
Ohio
$392K
MHWM
1520
Montz Harcus Wealth Management
Louisiana
$392K
LRIA
1521
Leonard Rickey Investment Advisors
Washington
$390K
DJSG
1522
D.J. St. Germain
Massachusetts
$390K
BCP
1523
Blue Chip Partners
Michigan
$389K
CTA
1524
Colonial Trust Advisors
South Carolina
$387K
SRWM
1525
Shira Ridge Wealth Management
California
$387K