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iShares S&P 500 Growth ETF

2,040 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 216 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 (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
WPP
1626
Whalerock Point Partners
Rhode Island
$326K
CL
1627
CIM LLC
New York
$324K
KCM
1628
Key Capital Management
Tennessee
$324K
FA
1629
Fermata Advisors
California
$323K
MWM
1630
Mascoma Wealth Management
New Hampshire
$323K
GA
1631
Gordian Advisors
Arizona
$323K
WWM
1632
Walser Wealth Management
Florida
$322K
GGS
1633
Galvin Gaustad & Stein
Arizona
$322K
OWA
1634
Octavia Wealth Advisors
Ohio
$321K
LSA
1635
L & S Advisors
California
$320K
AWA
1636
Argos Wealth Advisors
California
$320K
APA
1637
Astoria Portfolio Advisors
New York
$319K
FWM
1638
FSR Wealth Management
Illinois
$318K
CWM
1639
Chesapeake Wealth Management
Virginia
$318K
IPAM
1640
Investment Partners Asset Management
New Jersey
$317K
CC
1641
Clearwave Capital
California
$317K
SA
1642
SAM Advisors
California
$316K
DTC
1643
Davidson Trust Company
Washington
$315K
SAM
1644
Summit Asset Management
Tennessee
$315K
HWMG
1645
Hurlow Wealth Management Group
Indiana
$315K
VFPW
1646
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K
WF
1647
WoodTrust Financial
Wisconsin
$314K
HG
1648
Harbor Group
New Hampshire
$313K
SMC
1649
Smith, Moore & Co
Missouri
$313K
RMC
1650
Resources Management Corp
Connecticut
$311K