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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
FDS
1526
Freedom Day Solutions
Texas
$400K
TC
1527
Truvestments Capital
Florida
$400K
KA
1528
KLCM Advisors
Wisconsin
$400K
SFG
1529
SNS Financial Group
Minnesota
$400K
SPWM
1530
Schrum Private Wealth Management
Florida
$399K
IWS
1531
Integrity Wealth Solutions
Colorado
$398K
TVAMP
1532
Tennessee Valley Asset Management Partners
Tennessee
$398K
BPFA
1533
Barnes Pettey Financial Advisors
Mississippi
$398K
SWGC
1534
Summit Wealth Group (Colorado)
Colorado
$398K
PRP
1535
Peak Retirement Planning
Ohio
$397K
PWP
1536
Prasad Wealth Partners
Ohio
$396K
VC
1537
Veery Capital
Delaware
$396K
GCP
1538
Guardian Capital (Pennsylvania)
Pennsylvania
$396K
NSG
1539
Nalls Sherbakoff Group
Tennessee
$395K
CT
1540
Caldwell Trust
Florida
$395K
KHCM
1541
Kirtland Hills Capital Management
Ohio
$395K
PWM
1542
Paulson Wealth Management
Illinois
$394K
GC
1543
Grimes & Company
Massachusetts
$394K
RBC
1544
Roble Belko & Company
Pennsylvania
$394K
WCM
1545
Wealthcare Capital Management
Virginia
$393K
LPFG
1546
Landing Point Financial Group
Ohio
$392K
MHWM
1547
Montz Harcus Wealth Management
Louisiana
$392K
LRIA
1548
Leonard Rickey Investment Advisors
Washington
$390K
DJSG
1549
D.J. St. Germain
Massachusetts
$390K
BCP
1550
Blue Chip Partners
Michigan
$389K