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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
MI
2001
Motiv8 Investments
Florida
$290
BA
2002
Blueline Advisors
New Hampshire
$247
Manulife (Manufacturers Life Insurance)
2003
Manulife (Manufacturers Life Insurance)
Ontario, Canada
VPP
2004
Vertex Planning Partners
Illinois
ECA
2005
Elevation Capital Advisory
Oregon
WA
2006
Win Advisors
Florida
BJL
2007
Brighton Jones LLC
Washington
ATS
2008
Ashton Thomas Securities
New York
GVCM
2009
Global View Capital Management
Wisconsin
M1FG
2010
Mach-1 Financial Group
Arkansas
Citadel Advisors
2011
Citadel Advisors
Florida
MMHP
2012
Murphy Middleton Hinkle & Parker
Georgia
LFA
2013
LGT Financial Advisors
Texas
CIM
2014
Cambria Investment Management
California
EF
2015
Empowered Funds
Pennsylvania
SMA
2016
Seven Mile Advisory
New Jersey
CPRC
2017
Consolidated Portfolio Review Corp
New York
VH
2018
Visionary Horizons
Tennessee
GAG
2019
GM Advisory Group
New York
MFG
2020
MidWestOne Financial Group
Iowa
HFA
2021
Hershey Financial Advisers
Pennsylvania
WMA
2022
William Mack & Associates
Michigan
RWM
2023
RMG Wealth Management
Wisconsin
PPWM
2024
PFG Private Wealth Management
Florida
AIP
2025
ARS Investment Partners
New York