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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 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 → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
CL
1601
CIM LLC
New York
$324K
KCM
1602
Key Capital Management
Tennessee
$324K
FA
1603
Fermata Advisors
California
$323K
MWM
1604
Mascoma Wealth Management
New Hampshire
$323K
GA
1605
Gordian Advisors
Arizona
$323K
WWMCALLC
1606
Walser Wealth Management Company, A Ltd Liability Co
Florida
$322K
GGS
1607
Galvin Gaustad & Stein
Arizona
$322K
OWA
1608
Octavia Wealth Advisors
Ohio
$321K
LSA
1609
L & S Advisors
California
$320K
AWA
1610
Argos Wealth Advisors
California
$320K
APA
1611
Astoria Portfolio Advisors
New York
$319K
FWM
1612
FSR Wealth Management
Illinois
$318K
CWM
1613
Chesapeake Wealth Management
Virginia
$318K
IPAM
1614
Investment Partners Asset Management
New Jersey
$317K
SA
1615
SAM Advisors
California
$316K
DTC
1616
Davidson Trust Company
Washington
$315K
SAM
1617
Summit Asset Management
Tennessee
$315K
HWMG
1618
Hurlow Wealth Management Group
Indiana
$315K
VFPW
1619
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K
WF
1620
WoodTrust Financial
Wisconsin
$314K
HG
1621
Harbor Group
New Hampshire
$313K
SMC
1622
Smith, Moore & Co
Missouri
$313K
RMC
1623
Resources Management Corp
Connecticut
$311K
Luther King Capital Management (LKCM)
1624
Luther King Capital Management (LKCM)
Texas
$310K
MPI
1625
Mairs & Power Inc
Minnesota
$309K