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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
BI
1776
Berkeley Inc
Idaho
$223K
KCAM
1777
Kagan Cocozza Asset Management
New Jersey
$223K
AWM
1778
Abound Wealth Management
Tennessee
$223K
RWA
1779
Redhawk Wealth Advisors
Minnesota
$223K
MCM
1780
Mattern Capital Management
Colorado
$223K
SAM
1781
Synergy Asset Management
Washington
$223K
BFA
1782
Bill Few Associates
Pennsylvania
$222K
CPA
1783
Cardiff Park Advisors
California
$221K
PRTG
1784
Post Resch Tallon Group
New York
$220K
GSIS
1785
Global Strategic Investment Solutions
Arizona
$218K
HPC
1786
Hobart Private Capital
North Carolina
$218K
KFC
1787
Klingenstein Fields & Co
New York
$218K
PAM
1788
Pacific Asset Management
Washington
$217K
BWM
1789
Braeburn Wealth Management
Michigan
$217K
BIG
1790
Builder Investment Group
Georgia
$216K
SHGA
1791
Sand Hill Global Advisors
California
$216K
LI
1792
LifeWealth Investments
Florida
$214K
SPWM
1793
Straight Path Wealth Management
Michigan
$214K
SAS
1794
SMI Advisory Services
Indiana
$214K
TPWM
1795
Twelve Points Wealth Management
Massachusetts
$213K
WFL
1796
Wealth Forward LLC
North Dakota
$212K
ZIM
1797
Zacks Investment Management
Illinois
$212K
CFA
1798
Capstone Financial Advisors
Illinois
$212K
LW
1799
Linscomb Wealth
Texas
$211K
MA
1800
Maxele Advisors
Missouri
$211K