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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
IC
151
IEQ Capital
California
$32.2M
LWM
152
Liberty Wealth Management
California
$32M
MWP
153
Meridian Wealth Partners
Pennsylvania
$32M
SFO
154
Stokes Family Office
Louisiana
$31.7M
PFA
155
Pettinga Financial Advisors
Indiana
$31.5M
HGWM
156
Horst & Graben Wealth Management
Oregon
$31.1M
FHB
157
First Hawaiian Bank
Hawaii
$31M
KPWS
158
Kestra Private Wealth Services
Texas
$30.9M
Natixis Advisors
159
Natixis Advisors
Massachusetts
$30.7M
AMPWP
160
Alvarez & Marsal Private Wealth Partners
Florida
$30.5M
KL
161
KWMG LLC
Kansas
$30.1M
CFA
162
Cahill Financial Advisors
Minnesota
$29.9M
EL
163
EQ LLC
Washington
$29.7M
AWMG
164
ADG Wealth Management Group
Louisiana
$29.6M
HFA
165
High Falls Advisors
New York
$29.5M
SFS
166
Security Financial Services
Indiana
$29.4M
Charles Schwab
167
Charles Schwab
California
$29.3M
BCM
168
Brookstone Capital Management
Illinois
$29.2M
MFG
169
Merit Financial Group
Georgia
$29.2M
DA
170
Detalus Advisors
Missouri
$29.1M
CAG
171
Csenge Advisory Group
Florida
$28.9M
WA
172
Wealth Alliance
New York
$28.6M
DSA
173
Droms Strauss Advisors
Missouri
$28.4M
QCM
174
Quantinno Capital Management
New York
$28.3M
TPCW
175
TD Private Client Wealth
New York
$28.3M