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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
DCM
2001
Davis Capital Management
Florida
$28.5K
TPBG
2002
Turning Point Benefit Group
Maryland
$28.2K
ME
2003
McIlrath & Eck
Washington
$28K
DRP
2004
Decker Retirement Planning
Utah
$27.8K
FNWA
2005
Financial Network Wealth Advisors
Utah
$27.7K
TCA
2006
Trifecta Capital Advisors
Illinois
$27.1K
HIIFS
2007
Harel Insurance Investments & Financial Services
Israel
$27K
SFG
2008
Strive Financial Group
Indiana
$25.9K
CCMI
2009
Creative Capital Management Investments
California
$24.7K
GWSG
2010
GPS Wealth Strategies Group
Colorado
$22.9K
BWM
2011
Benson Wealth Management
Tennessee
$22.7K
AIS
2012
Advocate Investing Services
Maryland
$20.2K
EPG
2013
Estate Planners Group
Pennsylvania
$20.2K
TWM
2014
Timmons Wealth Management
Massachusetts
$19.8K
NA
2015
Networth Advisors
Pennsylvania
$18.7K
NWS
2016
Nvest Wealth Strategies
Ohio
$18.6K
PP
2017
Pacifica Partners
Canada
$18.5K
VDBMI
2018
Van Den Berg Management I
Texas
$18.5K
HWM
2019
Horizons Wealth Management
North Carolina
$18.3K
CVM
2020
Cheviot Value Management
California
$17.7K
QPBE
2021
Quintet Private Bank (Europe)
Luxembourg
$17.3K
DWM
2022
Dogwood Wealth Management
Kansas
$16.9K
Allspring Global Investments
2023
Allspring Global Investments
North Carolina
$16.6K
OWP
2024
ORG Wealth Partners
Texas
$15.9K
FMB
2025
Field & Main Bank
Kentucky
$15.8K