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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
SFWA
1501
Summit Financial Wealth Advisors
Louisiana
$422K
ISL
1502
Ingalls & Snyder LLC
New York
$420K
NS
1503
NBC Securities
Alabama
$419K
BAG
1504
Bauman Advisory Group
Nevada
$419K
SWP
1505
Stone Wealth Partners
Louisiana
$419K
PGA
1506
Portland Global Advisors
Maine
$418K
GAA
1507
Global Assets Advisory
Florida
$418K
PFA
1508
Petra Financial Advisors
Colorado
$417K
LOWM
1509
Laurel Oak Wealth Management
New Jersey
$416K
FSWA
1510
Financial Synergies Wealth Advisors
Texas
$416K
HSWM
1511
Hubbell Strickland Wealth Management
Louisiana
$415K
TA
1512
TruWealth Advisors
Louisiana
$413K
WS
1513
Wilian Securities
Minnesota
$412K
RWM
1514
Ritholtz Wealth Management
New York
$412K
Loomis, Sayles & Company
1515
Loomis, Sayles & Company
Massachusetts
$411K
ACG
1516
Allen Capital Group
Nebraska
$410K
AWM
1517
Affinity Wealth Management
Delaware
$409K
SI
1518
Saxon Interests
Texas
$408K
WH
1519
Willner & Heller
California
$408K
SFS
1520
Stiles Financial Services
Minnesota
$407K
MCIA
1521
Mountain Capital Investment Advisors
Colorado
$406K
ACA
1522
Ascension Capital Advisors
Texas
$404K
Jennison Associates
1523
Jennison Associates
New York
$404K
RPCA
1524
Running Point Capital Advisors
California
$404K
SFC
1525
Swisher Financial Concepts
Ohio
$403K