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iShares S&P 500 Growth ETF

2,000 hedge funds and large institutions have $49.1B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 672 increasing their positions, 733 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 → $49.1B (+$784M)

0.24% more ownership

Funds ownership: 73%73.24% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 733

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
RF
1901
Roxbury Financial
New Jersey
$71.6K
GK
1902
Graney & King
New York
$71K
CCM
1903
Chilton Capital Management
Texas
$71K
CH
1904
CDKV Holdings
Colorado
$70.9K
IWM
1905
IMG Wealth Management
Florida
$69.8K
WIM
1906
Westside Investment Management
California
$68.4K
ATC
1907
Adirondack Trust Company
New York
$66.2K
CW
1908
Curio Wealth
Maryland
$64.9K
IBOK
1909
Independence Bank of Kentucky
Kentucky
$64.7K
KA
1910
Kozak & Associates
Colorado
$63.2K
TWD
1911
True Wealth Design
Ohio
$61.8K
HWM
1912
HighMark Wealth Management
Minnesota
$59K
CWP
1913
Concord Wealth Partners
Virginia
$57.3K
BLC
1914
Brown, Lisle/Cummings
Rhode Island
$56.7K
CMBA
1915
C.M. Bidwell & Associates
Hawaii
$55.7K
OHWP
1916
Oak Harbor Wealth Partners
North Carolina
$54.9K
IIM
1917
IFC & Insurance Marketing
California
$53K
AIC
1918
Archer Investment Corporation
Indiana
$50.5K
MDCM
1919
Morgan Dempsey Capital Management
Wisconsin
$49.3K
DWM
1920
Darwin Wealth Management
Florida
$47.9K
FC
1921
Financial Consulate
Maryland
$46.5K
FCG
1922
Financial Connections Group
California
$46K
HC
1923
Hurley Capital
New York
$45.4K
SC
1924
Sawyer & Company
Massachusetts
$44.4K
BAM
1925
Bellevue Asset Management
Washington
$44K