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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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:

2% more capital invested

Capital invested by funds: $48.4B → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
CICI
1901
Capital Investment Counsel Inc
North Carolina
$75.4K
SWA
1902
Strategic Wealth Advisors
Arizona
$75K
CSB
1903
City State Bank
Iowa
$74.7K
RF
1904
Roxbury Financial
New Jersey
$71.6K
GK
1905
Graney & King
New York
$71K
CCM
1906
Chilton Capital Management
Texas
$71K
CH
1907
CDKV Holdings
Colorado
$70.9K
IWM
1908
IMG Wealth Management
Florida
$69.8K
WIM
1909
Westside Investment Management
California
$68.4K
ATC
1910
Adirondack Trust Company
New York
$66.2K
CW
1911
Curio Wealth
Maryland
$64.9K
IBOK
1912
Independence Bank of Kentucky
Kentucky
$64.7K
KA
1913
Kozak & Associates
Colorado
$63.2K
TWD
1914
True Wealth Design
Ohio
$61.8K
HWM
1915
HighMark Wealth Management
Minnesota
$59K
CWP
1916
Concord Wealth Partners
Virginia
$57.3K
BLC
1917
Brown, Lisle/Cummings
Rhode Island
$56.7K
CMBA
1918
C.M. Bidwell & Associates
Hawaii
$55.7K
OHWP
1919
Oak Harbor Wealth Partners
North Carolina
$54.9K
IIM
1920
IFC & Insurance Marketing
California
$53K
AIC
1921
Archer Investment Corporation
Indiana
$50.5K
MDCM
1922
Morgan Dempsey Capital Management
Wisconsin
$49.3K
CFS
1923
Compass Financial Services
Iowa
$48.2K
DWM
1924
Darwin Wealth Management
Florida
$47.9K
FC
1925
Financial Consulate
Maryland
$46.5K