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iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
TCM
1926
Tradewinds Capital Management
Washington
$87.3K
POIA
1927
Pin Oak Investment Advisors
Texas
$85K
HWA
1928
HHM Wealth Advisors
Tennessee
$84.9K
VWWMG
1929
Vermillion & White Wealth Management Group
Pennsylvania
$79.1K
Lazard Asset Management
1930
Lazard Asset Management
New York
$78.9K
GAFA
1931
Garton & Associates Financial Advisors
Kentucky
$78.4K
MPWT
1932
MassMutual Private Wealth & Trust
Connecticut
$77.4K
IWP
1933
IAG Wealth Partners
Wisconsin
$77K
TSMHT
1934
Thurston Springer Miller Herd & Titak
Indiana
$76.5K
CICI
1935
Capital Investment Counsel Inc
North Carolina
$75.4K
SWA
1936
Strategic Wealth Advisors
Arizona
$75K
CSB
1937
City State Bank
Iowa
$74.7K
RF
1938
Roxbury Financial
New Jersey
$71.6K
GK
1939
Graney & King
New York
$71K
CCM
1940
Chilton Capital Management
Texas
$71K
CH
1941
CDKV Holdings
Colorado
$70.9K
IWM
1942
IMG Wealth Management
Florida
$69.8K
WIM
1943
Westside Investment Management
California
$68.4K
ATC
1944
Adirondack Trust Company
New York
$66.2K
GCM
1945
Gunpowder Capital Management
Maryland
$66.1K
CW
1946
Curio Wealth
Maryland
$64.9K
IBOK
1947
Independence Bank of Kentucky
Kentucky
$64.7K
KA
1948
Kozak & Associates
Colorado
$63.2K
TWD
1949
True Wealth Design
Ohio
$61.8K
HWM
1950
HighMark Wealth Management
Minnesota
$59K