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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
Q1WB
1701
Quest 10 Wealth Builders
Virginia
$276K
SEP
1702
Signature Equity Partners
Ohio
$275K
OFS
1703
OneAscent Financial Services
Alabama
$274K
SWG
1704
Summit Wealth Group
Vermont
$274K
LFS
1705
Legacy Financial Strategies
Kansas
$273K
ACM
1706
Allred Capital Management
Texas
$271K
CWM
1707
Cordatus Wealth Management
Pennsylvania
$271K
FFA
1708
Fragasso Financial Advisors
Pennsylvania
$271K
HI
1709
Human Investing
Oregon
$270K
JF
1710
JSF Financial
California
$270K
Chevy Chase Trust
1711
Chevy Chase Trust
Maryland
$269K
SC
1712
Schoolcraft Capital
Colorado
$269K
WFC
1713
Western Financial Corp
California
$269K
FBT
1714
First Bank & Trust
South Dakota
$269K
RWM
1715
Riverbend Wealth Management
South Carolina
$269K
FA
1716
Fortis Advisors
Pennsylvania
$268K
EFA
1717
Evernest Financial Advisors
Indiana
$268K
AFGAS
1718
Allegiance Financial Group Advisory Services
Virginia
$268K
BSB
1719
Bangor Savings Bank
Maine
$267K
1WM
1720
1900 Wealth Management
Texas
$267K
PFA
1721
Portland Financial Advisors
New York
$267K
MCFP
1722
Mallini Complete Financial Planning
Florida
$267K
GCA
1723
Greenwood Capital Associates
South Carolina
$266K
AB
1724
ANB Bank
Colorado
$266K
EIA
1725
Edgemoor Investment Advisors
Maryland
$265K