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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
OAJ
1926
Ogorek Anthony Joseph
New York
$43K
PP
1927
PFS Partners
New Jersey
$41.6K
PCA
1928
Providence Capital Advisors
North Carolina
$39.9K
FFO
1929
Fortitude Family Office
Arizona
$37.5K
RA
1930
Ransom Advisory
Rhode Island
$37.3K
CWM
1931
Copia Wealth Management
Oregon
$37K
GG
1932
Gleason Group
Kentucky
$36.7K
GA
1933
GoalVest Advisory
New York
$36K
MFC
1934
Mechanics Financial Corp
Ohio
$35.7K
CWA
1935
Carolina Wealth Advisors
South Carolina
$35.7K
EPIME
1936
Evelyn Partners Investment Management (Europe)
$35.1K
CAM
1937
Chesapeake Asset Management
New York
$34K
BCM
1938
Boreal Capital Management
Florida
$33.3K
EF
1939
Entrust Financial
Pennsylvania
$32.9K
DF
1940
DecisionPoint Financial
Arizona
$32.7K
HR
1941
Howe & Rusling
New York
$31.7K
FCMT
1942
Founders Capital Management (Texas)
Texas
$31.2K
VWA
1943
Valued Wealth Advisors
Utah
$29.1K
CB
1944
Centennial Bank
Arkansas
$28.8K
MFA
1945
Morling Financial Advisors
California
$28.8K
DCM
1946
Davis Capital Management
Florida
$28.5K
TPBG
1947
Turning Point Benefit Group
Maryland
$28.2K
ME
1948
McIlrath & Eck
Washington
$28K
DRP
1949
Decker Retirement Planning
Utah
$27.8K
FNWA
1950
Financial Network Wealth Advisors
Utah
$27.7K