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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
SPWM
1826
Straight Path Wealth Management
Michigan
$214K
SAS
1827
SMI Advisory Services
Indiana
$214K
PWM
1828
Prosperity Wealth Management
California
$213K
TPWM
1829
Twelve Points Wealth Management
Massachusetts
$213K
WFL
1830
Wealth Forward LLC
North Dakota
$212K
ZIM
1831
Zacks Investment Management
Illinois
$212K
CFA
1832
Capstone Financial Advisors
Illinois
$212K
LW
1833
Linscomb Wealth
Texas
$211K
MA
1834
Maxele Advisors
Missouri
$211K
HWM
1835
HRC Wealth Management
Idaho
$211K
AGA
1836
Arkos Global Advisors
Texas
$211K
GHA
1837
GW Henssler & Associates
Georgia
$211K
IWM
1838
Inlight Wealth Management
Georgia
$211K
AWA
1839
Argo Wealth Advisory
Virginia
$211K
SWA
1840
Strata Wealth Advisors
Texas
$210K
TC
1841
Tannin Capital
North Carolina
$210K
HPIA
1842
Hamilton Point Investment Advisors
North Carolina
$209K
TCMP
1843
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K
GFWA
1844
Grey Fox Wealth Advisors
Delaware
$207K
WFP
1845
Wrenne Financial Planning
Kentucky
$206K
RFN
1846
RDA Financial Network
Iowa
$206K
M
1847
MATAURO
New York
$206K
BHWM
1848
Beaird Harris Wealth Management
Texas
$205K
OWM
1849
OneAscent Wealth Management
Alabama
$205K
BIAS
1850
Beacon Investment Advisory Services
New Jersey
$204K