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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
CCG
1626
Cypress Capital Group
Florida
$327K
GCA
1627
Genesee Capital Advisors
New York
$326K
WPP
1628
Whalerock Point Partners
Rhode Island
$326K
CL
1629
CIM LLC
New York
$324K
KCM
1630
Key Capital Management
Tennessee
$324K
FA
1631
Fermata Advisors
California
$323K
MWM
1632
Mascoma Wealth Management
New Hampshire
$323K
GA
1633
Gordian Advisors
Arizona
$323K
WWM
1634
Walser Wealth Management
Florida
$322K
GGS
1635
Galvin Gaustad & Stein
Arizona
$322K
OWA
1636
Octavia Wealth Advisors
Ohio
$321K
LSA
1637
L & S Advisors
California
$320K
AWA
1638
Argos Wealth Advisors
California
$320K
APA
1639
Astoria Portfolio Advisors
New York
$319K
FWM
1640
FSR Wealth Management
Illinois
$318K
CWM
1641
Chesapeake Wealth Management
Virginia
$318K
IPAM
1642
Investment Partners Asset Management
New Jersey
$317K
CC
1643
Clearwave Capital
California
$317K
SA
1644
SAM Advisors
California
$316K
DTC
1645
Davidson Trust Company
Washington
$315K
SAM
1646
Summit Asset Management
Tennessee
$315K
HWMG
1647
Hurlow Wealth Management Group
Indiana
$315K
VFPW
1648
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K
WF
1649
WoodTrust Financial
Wisconsin
$314K
HG
1650
Harbor Group
New Hampshire
$313K