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iShares S&P 500 Growth ETF

2,042 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 218 funds opening new positions, 674 increasing their positions, 744 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
NWS
2001
Nvest Wealth Strategies
Ohio
$18.6K
PP
2002
Pacifica Partners
Canada
$18.5K
VDBMI
2003
Van Den Berg Management I
Texas
$18.5K
HWM
2004
Horizons Wealth Management
North Carolina
$18.3K
CVM
2005
Cheviot Value Management
California
$17.7K
QPBE
2006
Quintet Private Bank (Europe)
Luxembourg
$17.3K
DWM
2007
Dogwood Wealth Management
Kansas
$16.9K
Allspring Global Investments
2008
Allspring Global Investments
North Carolina
$16.6K
OWP
2009
ORG Wealth Partners
Texas
$15.9K
FMB
2010
Field & Main Bank
Kentucky
$15.8K
PK
2011
Pflug Koory
Nebraska
$15.1K
RFA
2012
Reyes Financial Architecture
California
$14.9K
NFSG
2013
Newbridge Financial Services Group
Florida
$14.5K
CTWM
2014
Cherry Tree Wealth Management
Minnesota
$12.9K
TFA
2015
Toth Financial Advisory
Virginia
$12.8K
FDW
2016
Fourth Dimension Wealth
Ohio
$12.3K
GF
2017
GGM Financials
Ohio
$11.7K
TCM
2018
Triumph Capital Management
Colorado
$11.1K
GWM
2019
Grand Wealth Management
Michigan
$11.1K
MHR
2020
Matthew Hamilton Rosenberg
$10.8K
FA
2021
Fountainhead AM
New Jersey
$10.7K
MSWA
2022
Marshall & Sterling Wealth Advisors
New York
$10.7K
UFPG
2023
United Financial Planning Group
New York
$10.1K
MBFW
2024
Morton Brown Family Wealth
Pennsylvania
$10.1K
FGAM
2025
Financial Gravity Asset Management
Texas
$9.98K