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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
DSC
1626
Duncker Streett & Co
Missouri
$307K
WWA
1627
Wingate Wealth Advisors
Massachusetts
$307K
MIP
1628
Marietta Investment Partners
Wisconsin
$306K
ZIG
1629
Zuckerman Investment Group
Illinois
$306K
CWM
1630
Chemistry Wealth Management
New York
$306K
PCM
1631
Palouse Capital Management
Washington
$306K
CASB
1632
Cape Ann Savings Bank
Massachusetts
$305K
VPWA
1633
Vestia Personal Wealth Advisors
Indiana
$305K
CWM
1634
ClientFirst Wealth Management
Arkansas
$305K
FSA
1635
Financial Services Advisory
Maryland
$305K
NL
1636
Navalign LLC
California
$304K
SWM
1637
Shelton Wealth Management
Texas
$304K
FIM
1638
Freedom Investment Management
Connecticut
$303K
WIP
1639
WealthCare Investment Partners
Rhode Island
$300K
AWM
1640
Avaii Wealth Management
Wisconsin
$299K
WAG
1641
Windsor Advisory Group
Ohio
$298K
DJYG
1642
David J. Yvars Group
Florida
$297K
CM
1643
Columbus Macro
Pennsylvania
$297K
EMC
1644
Everest Management Corp
California
$297K
PFA
1645
Professional Financial Advisors
Nebraska
$296K
PCM
1646
Parsons Capital Management
Rhode Island
$296K
GSIAS
1647
Garden State Investment Advisory Services
New Jersey
$296K
FCIM
1648
Fairview Capital Investment Management
California
$295K
KFAS
1649
Keating Financial Advisory Services
Kansas
$292K
FFA
1650
Founders Financial Alliance
North Carolina
$292K