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iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
OWM
1851
OneAscent Wealth Management
Alabama
$205K
BIAS
1852
Beacon Investment Advisory Services
New Jersey
$204K
PCM
1853
Pointe Capital Management
Michigan
$204K
ADL
1854
Asset Dedication LLC
California
$203K
BFG
1855
Buttonwood Financial Group
Missouri
$202K
SG
1856
Sankala Group
Colorado
$202K
UB
1857
Umpqua Bank
Oregon
$202K
NWM
1858
Nova Wealth Management
Florida
$201K
TI
1859
Trexquant Investment
Connecticut
$201K
AWP
1860
Abacus Wealth Partners
California
$201K
WMP
1861
Wealth Management Partners
Arizona
$201K
HI
1862
Hendershot Investments
Virginia
$200K
GWM
1863
Greenhouse Wealth Management
Connecticut
$200K
CFS
1864
Coordinated Financial Services
Colorado
$200K
APW
1865
Atlantic Private Wealth
North Carolina
$196K
BW
1866
Basepoint Wealth
Iowa
$195K
AA
1867
Addison Advisors
Vermont
$189K
FPB
1868
First PREMIER Bank
South Dakota
$189K
BCM
1869
Basso Capital Management
Connecticut
$188K
SHFC
1870
Safe Harbor Family Capital
North Carolina
$179K
ITIM
1871
Indiana Trust & Investment Management
Indiana
$179K
HFS
1872
Hantz Financial Services
Michigan
$174K
CFFP
1873
Center for Financial Planning
Michigan
$169K
HAP
1874
Harbor Asset Planning
Massachusetts
$166K
EWM
1875
Evermay Wealth Management
Virginia
$165K