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iShares S&P 500 Growth ETF

2,001 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 195 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 (+$784M)

0.24% more ownership

Funds ownership: 73%73.24% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 734

Holders
2,001
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
MAG
1576
MRA Advisory Group
New Jersey
$339K
RIM
1577
Rockbridge Investment Management
New York
$338K
PSA
1578
Plum Street Advisors
Louisiana
$338K
PSIWM
1579
Paradigm Strategies in Wealth Management
Minnesota
$337K
MWM
1580
Melfa Wealth Management
Massachusetts
$336K
KCM
1581
Kennicott Capital Management
California
$336K
GWM
1582
Gibbs Wealth Management
Georgia
$335K
BWFA
1583
Baltimore-Washington Financial Advisors
Maryland
$335K
GFP
1584
Guardian Financial Partners
California
$335K
KCPG
1585
Kavar Capital Partners Group
Kansas
$335K
JCM
1586
Jag Capital Management
Missouri
$334K
TAM
1587
Tucker Asset Management
Colorado
$333K
EIG
1588
Ellenbecker Investment Group
Wisconsin
$332K
LWM
1589
LJI Wealth Management
Indiana
$332K
CFSG
1590
Community Financial Services Group
Vermont
$330K
ACA
1591
Aspire Capital Advisors
Washington
$329K
UAS
1592
United Asset Strategies
New York
$329K
BMWS
1593
Brady Martz Wealth Solutions
North Dakota
$329K
ML
1594
McAdam LLC
Pennsylvania
$328K
CCG
1595
Cypress Capital Group
Florida
$327K
GCA
1596
Genesee Capital Advisors
New York
$326K
WPP
1597
Whalerock Point Partners
Rhode Island
$326K
CL
1598
CIM LLC
New York
$324K
KCM
1599
Key Capital Management
Tennessee
$324K
FA
1600
Fermata Advisors
California
$323K