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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
SGK
1726
Steigerwald Gordon & Koch
Virginia
$265K
SFG
1727
SevenBridge Financial Group
Pennsylvania
$265K
MC
1728
Moors & Cabot
Massachusetts
$264K
GAG
1729
Goodman Advisory Group
Massachusetts
$264K
CT
1730
Colonial Trust
South Carolina
$264K
AIFS
1731
A&I Financial Services
Colorado
$263K
CFGA
1732
Cambridge Financial Group (Arizona)
Arizona
$263K
GWANC
1733
Guardian Wealth Advisors (North Carolina)
North Carolina
$263K
MFG
1734
Menard Financial Group
Texas
$262K
ICP
1735
Impact Capital Partners
Colorado
$262K
PWP
1736
Perfromance Wealth Partners
Illinois
$262K
MBC
1737
Michael Brady & Co
Ohio
$261K
LNB
1738
Ledyard National Bank
$260K
DOA
1739
D'Orazio & Associates
Virginia
$259K
LPT
1740
Legacy Private Trust
Wisconsin
$257K
CWM
1741
CarsonAllaria Wealth Management
Illinois
$256K
BMC
1742
Beaton Management Company
Massachusetts
$256K
HVIA
1743
Hudson Valley Investment Advisors
New York
$256K
GC
1744
Guidance Capital
Kentucky
$256K
KCIC
1745
Kuhn & Co Investment Counsel
Illinois
$253K
BFG
1746
Broussard Financial Group
Louisiana
$253K
HSG
1747
Helen Stephens Group
Texas
$253K
A
1748
Argentarii
Ohio
$252K
SHF
1749
Stage Harbor Financial
Massachusetts
$251K
PTP
1750
Platform Technology Partners
New York
$251K