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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
CWP
1951
Concord Wealth Partners
Virginia
$57.3K
BLC
1952
Brown, Lisle/Cummings
Rhode Island
$56.7K
CMBA
1953
C.M. Bidwell & Associates
Hawaii
$55.7K
OHWP
1954
Oak Harbor Wealth Partners
North Carolina
$54.9K
IIM
1955
IFC & Insurance Marketing
California
$53K
AIC
1956
Archer Investment Corporation
Indiana
$50.5K
MDCM
1957
Morgan Dempsey Capital Management
Wisconsin
$49.3K
CFS
1958
Compass Financial Services
Iowa
$48.2K
DWM
1959
Darwin Wealth Management
Florida
$47.9K
FC
1960
Financial Consulate
Maryland
$46.5K
FCG
1961
Financial Connections Group
California
$46K
HC
1962
Hurley Capital
New York
$45.4K
SC
1963
Sawyer & Company
Massachusetts
$44.4K
BAM
1964
Bellevue Asset Management
Washington
$44K
OAJ
1965
Ogorek Anthony Joseph
New York
$43K
PP
1966
PFS Partners
New Jersey
$41.6K
PCA
1967
Providence Capital Advisors
North Carolina
$39.9K
FFO
1968
Fortitude Family Office
Arizona
$37.5K
RA
1969
Ransom Advisory
Rhode Island
$37.3K
CWM
1970
Copia Wealth Management
Oregon
$37K
GG
1971
Gleason Group
Kentucky
$36.7K
GA
1972
GoalVest Advisory
New York
$36K
MFC
1973
Mechanics Financial Corp
Ohio
$35.7K
CWA
1974
Carolina Wealth Advisors
South Carolina
$35.7K
EPIME
1975
Evelyn Partners Investment Management (Europe)
$35.1K