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iShares S&P 500 Growth ETF

2,037 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 213 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)

0.72% more ownership

Funds ownership: 73%73.73% (+0.72%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,037
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
FMC
151
First Merchants Corp
Indiana
$32.2M
IC
152
IEQ Capital
California
$32.2M
LWM
153
Liberty Wealth Management
California
$32M
MWP
154
Meridian Wealth Partners
Pennsylvania
$32M
SFO
155
Stokes Family Office
Louisiana
$31.7M
PFA
156
Pettinga Financial Advisors
Indiana
$31.5M
HGWM
157
Horst & Graben Wealth Management
Oregon
$31.1M
FHB
158
First Hawaiian Bank
Hawaii
$31M
KPWS
159
Kestra Private Wealth Services
Texas
$30.9M
Natixis Advisors
160
Natixis Advisors
Massachusetts
$30.7M
AMPWP
161
Alvarez & Marsal Private Wealth Partners
Florida
$30.5M
KL
162
KWMG LLC
Kansas
$30.1M
CFA
163
Cahill Financial Advisors
Minnesota
$29.9M
EL
164
EQ LLC
Washington
$29.7M
AWMG
165
ADG Wealth Management Group
Louisiana
$29.6M
HFA
166
High Falls Advisors
New York
$29.5M
SFS
167
Security Financial Services
Indiana
$29.4M
Charles Schwab
168
Charles Schwab
California
$29.3M
BCM
169
Brookstone Capital Management
Illinois
$29.2M
MFG
170
Merit Financial Group
Georgia
$29.2M
DA
171
Detalus Advisors
Missouri
$29.1M
CAG
172
Csenge Advisory Group
Florida
$28.9M
WA
173
Wealth Alliance
New York
$28.6M
DSA
174
Droms Strauss Advisors
Missouri
$28.4M
QCM
175
Quantinno Capital Management
New York
$28.3M