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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
CFGA
1701
Cambridge Financial Group (Arizona)
Arizona
$263K
GWANC
1702
Guardian Wealth Advisors (North Carolina)
North Carolina
$263K
MFG
1703
Menard Financial Group
Texas
$262K
ICP
1704
Impact Capital Partners
Colorado
$262K
PWP
1705
Perfromance Wealth Partners
Illinois
$262K
MBC
1706
Michael Brady & Co
Ohio
$261K
LNB
1707
Ledyard National Bank
$260K
DOA
1708
D'Orazio & Associates
Virginia
$259K
LPT
1709
Legacy Private Trust
Wisconsin
$257K
CWM
1710
CarsonAllaria Wealth Management
Illinois
$256K
BMC
1711
Beaton Management Company
Massachusetts
$256K
HVIA
1712
Hudson Valley Investment Advisors
New York
$256K
GC
1713
Guidance Capital
Kentucky
$256K
KCIC
1714
Kuhn & Co Investment Counsel
Illinois
$253K
BFG
1715
Broussard Financial Group
Louisiana
$253K
HSG
1716
Helen Stephens Group
Texas
$253K
A
1717
Argentarii
Ohio
$252K
SHF
1718
Stage Harbor Financial
Massachusetts
$251K
PTP
1719
Platform Technology Partners
New York
$251K
VCM
1720
Vivaldi Capital Management
Illinois
$251K
WA
1721
WESPAC Advisors
California
$251K
CAWM
1722
Capital Advisors Wealth Management
Washington
$251K
DFC
1723
DB Fitzpatrick & Co
Idaho
$251K
TWP
1724
Total Wealth Planning
Ohio
$250K
OPWM
1725
Oregon Pacific Wealth Management
Oregon
$250K