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iShares S&P 500 Growth ETF

2,038 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 214 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 (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
OHWP
1951
Oak Harbor Wealth Partners
North Carolina
$54.9K
IIM
1952
IFC & Insurance Marketing
California
$53K
AIC
1953
Archer Investment Corporation
Indiana
$50.5K
MDCM
1954
Morgan Dempsey Capital Management
Wisconsin
$49.3K
CFS
1955
Compass Financial Services
Iowa
$48.2K
DWM
1956
Darwin Wealth Management
Florida
$47.9K
FC
1957
Financial Consulate
Maryland
$46.5K
FCG
1958
Financial Connections Group
California
$46K
HC
1959
Hurley Capital
New York
$45.4K
SC
1960
Sawyer & Company
Massachusetts
$44.4K
BAM
1961
Bellevue Asset Management
Washington
$44K
OAJ
1962
Ogorek Anthony Joseph
New York
$43K
PP
1963
PFS Partners
New Jersey
$41.6K
PCA
1964
Providence Capital Advisors
North Carolina
$39.9K
FFO
1965
Fortitude Family Office
Arizona
$37.5K
RA
1966
Ransom Advisory
Rhode Island
$37.3K
CWM
1967
Copia Wealth Management
Oregon
$37K
GG
1968
Gleason Group
Kentucky
$36.7K
GA
1969
GoalVest Advisory
New York
$36K
MFC
1970
Mechanics Financial Corp
Ohio
$35.7K
CWA
1971
Carolina Wealth Advisors
South Carolina
$35.7K
EPIME
1972
Evelyn Partners Investment Management (Europe)
$35.1K
CAM
1973
Chesapeake Asset Management
New York
$34K
BCM
1974
Boreal Capital Management
Florida
$33.3K
EF
1975
Entrust Financial
Pennsylvania
$32.9K