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iShares S&P 500 Growth ETF

2,059 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 227 funds opening new positions, 679 increasing their positions, 745 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 (+$1.24B)

0.76% more ownership

Funds ownership: 73.03%73.8% (+0.76%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 745

Holders
2,059
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
GRP
151
Global Retirement Partners
California
$32.3M
FMC
152
First Merchants Corp
Indiana
$32.2M
IC
153
IEQ Capital
California
$32.2M
LWM
154
Liberty Wealth Management
California
$32M
MWP
155
Meridian Wealth Partners
Pennsylvania
$32M
SFO
156
Stokes Family Office
Louisiana
$31.7M
PFA
157
Pettinga Financial Advisors
Indiana
$31.5M
HGWM
158
Horst & Graben Wealth Management
Oregon
$31.1M
FHB
159
First Hawaiian Bank
Hawaii
$31M
KPWS
160
Kestra Private Wealth Services
Texas
$30.9M
Natixis Advisors
161
Natixis Advisors
Massachusetts
$30.7M
AMPWP
162
Alvarez & Marsal Private Wealth Partners
Florida
$30.5M
KL
163
KWMG LLC
Kansas
$30.1M
CFA
164
Cahill Financial Advisors
Minnesota
$29.9M
EL
165
EQ LLC
Washington
$29.7M
AWMG
166
ADG Wealth Management Group
Louisiana
$29.6M
HFA
167
High Falls Advisors
New York
$29.5M
SFS
168
Security Financial Services
Indiana
$29.4M
Charles Schwab
169
Charles Schwab
California
$29.3M
BCM
170
Brookstone Capital Management
Illinois
$29.2M
MFG
171
Merit Financial Group
Georgia
$29.2M
DA
172
Detalus Advisors
Missouri
$29.1M
CAG
173
Csenge Advisory Group
Florida
$28.9M
WA
174
Wealth Alliance
New York
$28.6M
DSA
175
Droms Strauss Advisors
Missouri
$28.4M