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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
GF
1976
GGM Financials
Ohio
$11.7K
TCM
1977
Triumph Capital Management
Colorado
$11.1K
GWM
1978
Grand Wealth Management
Michigan
$11.1K
MHR
1979
Matthew Hamilton Rosenberg
$10.8K
FA
1980
Fountainhead AM
New Jersey
$10.7K
MSWA
1981
Marshall & Sterling Wealth Advisors
New York
$10.7K
UFPG
1982
United Financial Planning Group
New York
$10.1K
MBFW
1983
Morton Brown Family Wealth
Pennsylvania
$10.1K
FGAM
1984
Financial Gravity Asset Management
Texas
$9.98K
AW
1985
Ankerstar Wealth
Texas
$9.98K
CJ
1986
Caitlin John
Michigan
$9.49K
HHGA
1987
Halbert Hargrove Global Advisors
California
$8.75K
PAG
1988
Paladin Advisory Group
Iowa
$8.01K
CFG
1989
Chapman Financial Group
Hawaii
$7.27K
MDA
1990
Minot DeBlois Advisors
Massachusetts
$6.16K
WB
1991
Webster Bank
Connecticut
$6.04K
CCC
1992
Chelsea Counsel Company
California
$5.67K
HHCP
1993
Hilton Head Capital Partners
South Carolina
$5.05K
HWP
1994
Highline Wealth Partners
California
$4.07K
CW
1995
CrossGen Wealth
North Carolina
$3.94K
NL
1996
NVWM LLC
Pennsylvania
$3.58K
DFA
1997
DHJJ Financial Advisors
Illinois
$3.45K
ETS
1998
ESL Trust Services
New York
$3.21K
ETC
1999
Exchange Traded Concepts
Oklahoma
$2.96K
VNA
2000
Valley National Advisers
Pennsylvania
$2K