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iShares S&P 500 Growth ETF

2,000 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, 733 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: 733

Holders
2,000
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
MWM
1601
Mascoma Wealth Management
New Hampshire
$323K
GA
1602
Gordian Advisors
Arizona
$323K
WWMCALLC
1603
Walser Wealth Management Company, A Ltd Liability Co
Florida
$322K
GGS
1604
Galvin Gaustad & Stein
Arizona
$322K
OWA
1605
Octavia Wealth Advisors
Ohio
$321K
LSA
1606
L & S Advisors
California
$320K
AWA
1607
Argos Wealth Advisors
California
$320K
APA
1608
Astoria Portfolio Advisors
New York
$319K
FWM
1609
FSR Wealth Management
Illinois
$318K
CWM
1610
Chesapeake Wealth Management
Virginia
$318K
IPAM
1611
Investment Partners Asset Management
New Jersey
$317K
SA
1612
SAM Advisors
California
$316K
DTC
1613
Davidson Trust Company
Washington
$315K
SAM
1614
Summit Asset Management
Tennessee
$315K
HWMG
1615
Hurlow Wealth Management Group
Indiana
$315K
VFPW
1616
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K
WF
1617
WoodTrust Financial
Wisconsin
$314K
HG
1618
Harbor Group
New Hampshire
$313K
SMC
1619
Smith, Moore & Co
Missouri
$313K
RMC
1620
Resources Management Corp
Connecticut
$311K
Luther King Capital Management (LKCM)
1621
Luther King Capital Management (LKCM)
Texas
$310K
MPI
1622
Mairs & Power Inc
Minnesota
$309K
VDI
1623
Vaughan David Investments
Illinois
$309K
MW
1624
Marble Wealth
Alabama
$309K
BBA
1625
BLB&B Advisors
Pennsylvania
$308K