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iShares S&P 500 Growth ETF

2,059 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 227 funds opening new positions, 679 increasing their positions, 745 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 (+$1.24B)

0.76% more ownership

Funds ownership: 73.03%73.8% (+0.76%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 745

Holders
2,059
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
220
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
HC
1976
Hurley Capital
New York
$45.4K
SC
1977
Sawyer & Company
Massachusetts
$44.4K
BAM
1978
Bellevue Asset Management
Washington
$44K
OAJ
1979
Ogorek Anthony Joseph
New York
$43K
PP
1980
PFS Partners
New Jersey
$41.6K
WGL
1981
Wellington Grp LLC
Indiana
$40.4K
PCA
1982
Providence Capital Advisors
North Carolina
$39.9K
FFO
1983
Fortitude Family Office
Arizona
$37.5K
RA
1984
Ransom Advisory
Rhode Island
$37.3K
CWM
1985
Copia Wealth Management
Oregon
$37K
GG
1986
Gleason Group
Kentucky
$36.7K
GA
1987
GoalVest Advisory
New York
$36K
MFC
1988
Mechanics Financial Corp
Ohio
$35.7K
CWA
1989
Carolina Wealth Advisors
South Carolina
$35.7K
EPIME
1990
Evelyn Partners Investment Management (Europe)
$35.1K
CAM
1991
Chesapeake Asset Management
New York
$34K
BCM
1992
Boreal Capital Management
Florida
$33.3K
EF
1993
Entrust Financial
Pennsylvania
$32.9K
DF
1994
DecisionPoint Financial
Arizona
$32.7K
HR
1995
Howe & Rusling
New York
$31.7K
FCMT
1996
Founders Capital Management (Texas)
Texas
$31.2K
NL
1997
NorthAvenue LLC
Ohio
$29.4K
VWA
1998
Valued Wealth Advisors
Utah
$29.1K
CB
1999
Centennial Bank
Arkansas
$28.8K
MFA
2000
Morling Financial Advisors
California
$28.8K