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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
RTL
1876
Red Tortoise LLC
Georgia
$162K
WWM
1877
Wolff Wiese Magana
California
$155K
BTD
1878
BankPlus Trust Department
Mississippi
$147K
CT
1879
Clearstead Trust
Maine
$144K
HI
1880
Horizon Investments
North Carolina
$138K
IIL
1881
Insight Inv LLC
California
$137K
MAS
1882
MPWM Advisory Solutions
Georgia
$135K
WBC
1883
West Branch Capital
Massachusetts
$134K
MIA
1884
Milestone Investment Advisors
Wisconsin
$133K
APW
1885
Aventura Private Wealth
Florida
$131K
SC
1886
SouthState Corp
Florida
$129K
BC
1887
Bulwark Capital
Florida
$129K
AG
1888
AmeriFlex Group
Nevada
$128K
HC
1889
Hoese & Co
Minnesota
$127K
IAS
1890
IMA Advisory Services
Colorado
$127K
RIA
1891
Realta Investment Advisors
Delaware
$126K
RFA
1892
Register Financial Advisors
Georgia
$126K
AIM
1893
Anchor Investment Management
South Carolina
$124K
KFP
1894
Kerr Financial Planning
California
$124K
JFG
1895
JDM Financial Group
Texas
$123K
PAI
1896
Pittenger & Anderson Inc
Nebraska
$119K
HIW
1897
Holos Integrated Wealth
Pennsylvania
$118K
TAM
1898
Townsend Asset Management
North Carolina
$117K
GWM
1899
Gilpin Wealth Management
Colorado
$117K
M
1900
MOTCO
Texas
$113K