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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
CTA
1551
Colonial Trust Advisors
South Carolina
$387K
SRWM
1552
Shira Ridge Wealth Management
California
$387K
VDC
1553
Van Diest Capital
Iowa
$387K
TNA
1554
True North Advisors
Texas
$386K
AA
1555
Advisory Alpha
Michigan
$385K
EA
1556
Everpar Advisors
Oklahoma
$385K
SFAM
1557
Sawyer Falduto Asset Management
Illinois
$383K
LFG
1558
Larson Financial Group
Missouri
$382K
IPW
1559
Impact Partnership Wealth
Georgia
$378K
FPCG
1560
Forum Private Client Group
Indiana
$378K
TA
1561
TPG Advisors
Illinois
$375K
BHPW
1562
Beverly Hills Private Wealth
California
$375K
GI
1563
Gradient Investments
Minnesota
$374K
CWM
1564
Core Wealth Management
Florida
$372K
SC
1565
Steph & Co
Wisconsin
$371K
MKC
1566
M. Kraus & Co
Vermont
$370K
1W
1567
1776 Wealth
Georgia
$370K
RWB
1568
RMR Wealth Builders
New Jersey
$370K
OFS
1569
Oldfather Financial Services
Nebraska
$370K
AFA
1570
AA Financial Advisors
Ohio
$366K
HW
1571
HORAN Wealth
Ohio
$366K
DIM
1572
Delta Investment Management
California
$365K
HFO
1573
Heritage Family Offices
Arizona
$365K
Wealthfront Advisers
1574
Wealthfront Advisers
California
$364K
HWMO
1575
Heritage Wealth Management (Ohio)
Ohio
$363K