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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
VCM
1751
Vivaldi Capital Management
Illinois
$251K
WA
1752
WESPAC Advisors
California
$251K
CAWM
1753
Capital Advisors Wealth Management
Washington
$251K
DFC
1754
DB Fitzpatrick & Co
Idaho
$251K
TWP
1755
Total Wealth Planning
Ohio
$250K
OPWM
1756
Oregon Pacific Wealth Management
Oregon
$250K
CFO
1757
Cambient Family Office
Michigan
$249K
AFAS
1758
Acorn Financial Advisory Services
Virginia
$249K
PGAM
1759
Princeton Global Asset Management
New Jersey
$247K
NIM
1760
Northeast Investment Management
Massachusetts
$247K
KI
1761
KTF Investments
California
$247K
WRCM
1762
Western Reserve Capital Management
Ohio
$247K
NAMNJ
1763
NorthStar Asset Management (New Jersey)
New Jersey
$246K
CIBC World Market
1764
CIBC World Market
Ontario, Canada
$246K
SWM
1765
SHP Wealth Management
Massachusetts
$246K
DWA
1766
Delos Wealth Advisors
Texas
$246K
IWM
1767
Integris Wealth Management
California
$245K
JIP
1768
Jaffetilchin Investment Partners
Florida
$243K
TP
1769
Tranquility Partners
Tennessee
$243K
NFTC
1770
North Forty Two & Co
Oregon
$243K
SA
1771
Stewardship Advisors
Pennsylvania
$242K
PWC
1772
Pathfinder Wealth Consulting
North Carolina
$242K
WPW
1773
Waldron Private Wealth
Pennsylvania
$242K
EPW
1774
Evolve Private Wealth
California
$242K
IP
1775
Ignite Planners
California
$241K