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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
Diamond Hill Capital Management
1601
Diamond Hill Capital Management
Ohio
$342K
PWPS
1602
Pinnacle Wealth Planning Services
Ohio
$342K
RCG
1603
Regatta Capital Group
California
$341K
QC
1604
Quent Capital
New York
$340K
QLSGSCF
1605
Quent Long Short Global Small Cap Fund
New York
$340K
SAM
1606
SP Asset Management
California
$340K
MAG
1607
MRA Advisory Group
New Jersey
$339K
RIM
1608
Rockbridge Investment Management
New York
$338K
PSA
1609
Plum Street Advisors
Louisiana
$338K
PSIWM
1610
Paradigm Strategies in Wealth Management
Minnesota
$337K
MWM
1611
Melfa Wealth Management
Massachusetts
$336K
KCM
1612
Kennicott Capital Management
California
$336K
GWM
1613
Gibbs Wealth Management
Georgia
$335K
BWFA
1614
Baltimore-Washington Financial Advisors
Maryland
$335K
GFP
1615
Guardian Financial Partners
California
$335K
KCPG
1616
Kavar Capital Partners Group
Kansas
$335K
JCM
1617
Jag Capital Management
Missouri
$334K
TAM
1618
Tucker Asset Management
Colorado
$333K
EIG
1619
Ellenbecker Investment Group
Wisconsin
$332K
LWM
1620
LJI Wealth Management
Indiana
$332K
CFSG
1621
Community Financial Services Group
Vermont
$330K
ACA
1622
Aspire Capital Advisors
Washington
$329K
UAS
1623
United Asset Strategies
New York
$329K
BMWS
1624
Brady Martz Wealth Solutions
North Dakota
$329K
ML
1625
McAdam LLC
Pennsylvania
$328K