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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
VT
176
Vise Technologies
New York
$28M
TGAM
177
TBH Global Asset Management
Tennessee
$27.7M
CAL
178
Capital Analysts LLC
Pennsylvania
$27.6M
Financial Engines Advisors
179
Financial Engines Advisors
California
$27.3M
AWM
180
Avior Wealth Management
Nebraska
$27.3M
SC
181
Saiph Capital
New Jersey
$27.1M
WWM
182
Western Wealth Management
Colorado
$26.7M
OWA
183
One Wealth Advisors
California
$26.7M
CFG
184
Citizens Financial Group
Rhode Island
$26.7M
PRS
185
Pinkerton Retirement Specialists
Idaho
$26.5M
PSCM
186
Per Stirling Capital Management
Texas
$26.2M
FHC
187
First Heartland Consultants
Missouri
$25.5M
PFG
188
PAX Financial Group
Texas
$25.5M
SWM
189
Spire Wealth Management
Virginia
$25.3M
AAP
190
Arax Advisory Partners
Colorado
$25.1M
AIP
191
Ameritas Investment Partners
Nebraska
$25M
GIA
192
GHP Investment Advisors
Colorado
$24.6M
CFO
193
Callan Family Office
Pennsylvania
$24.5M
PWA
194
Physician Wealth Advisors
Utah
$24.4M
ATPW
195
Ashton Thomas Private Wealth
Arizona
$24.2M
SL
196
SWMG LLC
Texas
$24.1M
MC
197
McMorgan & Co
California
$23.9M
SWM
198
Scissortail Wealth Management
Oklahoma
$23.7M
IWC
199
Integrated Wealth Concepts
Massachusetts
$23.5M
SG
200
StoneX Group
New York
$23.4M