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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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 → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
SWG
1676
Summit Wealth Group
Vermont
$274K
LFS
1677
Legacy Financial Strategies
Kansas
$273K
ACM
1678
Allred Capital Management
Texas
$271K
CWM
1679
Cordatus Wealth Management
Pennsylvania
$271K
FFA
1680
Fragasso Financial Advisors
Pennsylvania
$271K
HI
1681
Human Investing
Oregon
$270K
JF
1682
JSF Financial
California
$270K
Chevy Chase Trust
1683
Chevy Chase Trust
Maryland
$269K
SC
1684
Schoolcraft Capital
Colorado
$269K
WFC
1685
Western Financial Corp
California
$269K
FBT
1686
First Bank & Trust
South Dakota
$269K
RWM
1687
Riverbend Wealth Management
South Carolina
$269K
FA
1688
Fortis Advisors
Pennsylvania
$268K
EFA
1689
Evernest Financial Advisors
Indiana
$268K
AFGAS
1690
Allegiance Financial Group Advisory Services
Virginia
$268K
BSB
1691
Bangor Savings Bank
Maine
$267K
1WM
1692
1900 Wealth Management
Texas
$267K
PFA
1693
Portland Financial Advisors
New York
$267K
MCFP
1694
Mallini Complete Financial Planning
Florida
$267K
GCA
1695
Greenwood Capital Associates
South Carolina
$266K
AB
1696
ANB Bank
Colorado
$266K
EIA
1697
Edgemoor Investment Advisors
Maryland
$265K
SGK
1698
Steigerwald Gordon & Koch
Virginia
$265K
SFG
1699
SevenBridge Financial Group
Pennsylvania
$265K
MC
1700
Moors & Cabot
Massachusetts
$264K