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iShares S&P 500 Growth ETF

2,059 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 227 funds opening new positions, 679 increasing their positions, 745 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 (+$1.24B)

0.76% more ownership

Funds ownership: 73.03%73.8% (+0.76%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 745

Holders
2,059
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
GWM
1876
Greenhouse Wealth Management
Connecticut
$200K
CFS
1877
Coordinated Financial Services
Colorado
$200K
APW
1878
Atlantic Private Wealth
North Carolina
$196K
BW
1879
Basepoint Wealth
Iowa
$195K
AA
1880
Addison Advisors
Vermont
$189K
FPB
1881
First PREMIER Bank
South Dakota
$189K
BCM
1882
Basso Capital Management
Connecticut
$188K
SHFC
1883
Safe Harbor Family Capital
North Carolina
$179K
ITIM
1884
Indiana Trust & Investment Management
Indiana
$179K
HFS
1885
Hantz Financial Services
Michigan
$174K
CFFP
1886
Center for Financial Planning
Michigan
$169K
HAP
1887
Harbor Asset Planning
Massachusetts
$166K
EWM
1888
Evermay Wealth Management
Virginia
$165K
CSWG
1889
Cardinal Strategic Wealth Guidance
Kentucky
$163K
TFG
1890
Team Financial Group
California
$162K
RTL
1891
Red Tortoise LLC
Georgia
$162K
WWM
1892
Wolff Wiese Magana
California
$155K
BTD
1893
BankPlus Trust Department
Mississippi
$147K
CT
1894
Clearstead Trust
Maine
$144K
HI
1895
Horizon Investments
North Carolina
$138K
PWM
1896
Peck Wealth Management
New York
$138K
IIL
1897
Insight Inv LLC
California
$137K
MAS
1898
MPWM Advisory Solutions
Georgia
$135K
WBC
1899
West Branch Capital
Massachusetts
$134K
MIA
1900
Milestone Investment Advisors
Wisconsin
$133K