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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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 → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
NFSG
1976
Newbridge Financial Services Group
Florida
$14.5K
CTWM
1977
Cherry Tree Wealth Management
Minnesota
$12.9K
TFA
1978
Toth Financial Advisory
Virginia
$12.8K
FDW
1979
Fourth Dimension Wealth
Ohio
$12.3K
GF
1980
GGM Financials
Ohio
$11.7K
TCM
1981
Triumph Capital Management
Colorado
$11.1K
GWM
1982
Grand Wealth Management
Michigan
$11.1K
MHR
1983
Matthew Hamilton Rosenberg
$10.8K
FA
1984
Fountainhead AM
New Jersey
$10.7K
MSWA
1985
Marshall & Sterling Wealth Advisors
New York
$10.7K
UFPG
1986
United Financial Planning Group
New York
$10.1K
MBFW
1987
Morton Brown Family Wealth
Pennsylvania
$10.1K
FGAM
1988
Financial Gravity Asset Management
Texas
$9.98K
AW
1989
Ankerstar Wealth
Texas
$9.98K
CJ
1990
Caitlin John
Michigan
$9.49K
HHGA
1991
Halbert Hargrove Global Advisors
California
$8.75K
PAG
1992
Paladin Advisory Group
Iowa
$8.01K
CFG
1993
Chapman Financial Group
Hawaii
$7.27K
MDA
1994
Minot DeBlois Advisors
Massachusetts
$6.16K
WB
1995
Webster Bank
Connecticut
$6.04K
CCC
1996
Chelsea Counsel Company
California
$5.67K
HHCP
1997
Hilton Head Capital Partners
South Carolina
$5.05K
HWP
1998
Highline Wealth Partners
California
$4.07K
CW
1999
CrossGen Wealth
North Carolina
$3.94K
NL
2000
NVWM LLC
Pennsylvania
$3.58K