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iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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 → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
WMA
2026
William Mack & Associates
Michigan
RWM
2027
RMG Wealth Management
Wisconsin
PPWM
2028
PFG Private Wealth Management
Florida
AIP
2029
ARS Investment Partners
New York
CG
2030
Cynosure Group
Utah
NC
2031
NewSquare Capital
Pennsylvania
NC
2032
NovaPoint Capital
Georgia
BSSFA
2033
Baron Silver Stevens Financial Advisors
Florida
Jane Street
2034
Jane Street
New York
PA
2035
Persium Advisors
Georgia
EWA
2036
Etesian Wealth Advisors
Oregon
AO
2037
Advisor OS
Illinois
CFO
2038
Custos Family Office
Texas
NP
2039
Nilsine Partners
Colorado
XT
2040
XTX Topco
Cayman Islands
PA
2041
Planning Alternatives
Michigan
LBC
2042
Leigh Baldwin & Co
New York
PHAM
2043
Palisades Hudson Asset Management
Florida
FFA
2044
Florida Financial Advisors
Florida
IFA
2045
Interactive Financial Advisors
Illinois
RW
2046
Ridgeline Wealth
Arizona
NA
2047
Nordwand Advisors
Pennsylvania
NRI
2048
NFP Retirement Inc
California
WDG
2049
Wealth Dimensions Group
Ohio
CWP
2050
Cyndeo Wealth Partners
Florida