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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
PCM
1851
Pointe Capital Management
Michigan
$204K
ADL
1852
Asset Dedication LLC
California
$203K
BFG
1853
Buttonwood Financial Group
Missouri
$202K
SG
1854
Sankala Group
Colorado
$202K
UB
1855
Umpqua Bank
Oregon
$202K
NWM
1856
Nova Wealth Management
Florida
$201K
TI
1857
Trexquant Investment
Connecticut
$201K
AWP
1858
Abacus Wealth Partners
California
$201K
WMP
1859
Wealth Management Partners
Arizona
$201K
HI
1860
Hendershot Investments
Virginia
$200K
GWM
1861
Greenhouse Wealth Management
Connecticut
$200K
CFS
1862
Coordinated Financial Services
Colorado
$200K
APW
1863
Atlantic Private Wealth
North Carolina
$196K
BW
1864
Basepoint Wealth
Iowa
$195K
AA
1865
Addison Advisors
Vermont
$189K
FPB
1866
First PREMIER Bank
South Dakota
$189K
BCM
1867
Basso Capital Management
Connecticut
$188K
SHFC
1868
Safe Harbor Family Capital
North Carolina
$179K
ITIM
1869
Indiana Trust & Investment Management
Indiana
$179K
HFS
1870
Hantz Financial Services
Michigan
$174K
CFFP
1871
Center for Financial Planning
Michigan
$169K
HAP
1872
Harbor Asset Planning
Massachusetts
$166K
EWM
1873
Evermay Wealth Management
Virginia
$165K
CSWG
1874
Cardinal Strategic Wealth Guidance
Kentucky
$163K
TFG
1875
Team Financial Group
California
$162K