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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
PK
2026
Pflug Koory
Nebraska
$15.1K
RFA
2027
Reyes Financial Architecture
California
$14.9K
NFSG
2028
Newbridge Financial Services Group
Florida
$14.5K
CTWM
2029
Cherry Tree Wealth Management
Minnesota
$12.9K
TFA
2030
Toth Financial Advisory
Virginia
$12.8K
FDW
2031
Fourth Dimension Wealth
Ohio
$12.3K
GF
2032
GGM Financials
Ohio
$11.7K
TCM
2033
Triumph Capital Management
Colorado
$11.1K
GWM
2034
Grand Wealth Management
Michigan
$11.1K
MHR
2035
Matthew Hamilton Rosenberg
$10.8K
FA
2036
Fountainhead AM
New Jersey
$10.7K
MSWA
2037
Marshall & Sterling Wealth Advisors
New York
$10.7K
UFPG
2038
United Financial Planning Group
New York
$10.1K
MBFW
2039
Morton Brown Family Wealth
Pennsylvania
$10.1K
FGAM
2040
Financial Gravity Asset Management
Texas
$9.98K
AW
2041
Ankerstar Wealth
Texas
$9.98K
CJ
2042
Caitlin John
Michigan
$9.49K
HHGA
2043
Halbert Hargrove Global Advisors
California
$8.75K
MWA
2044
Medallion Wealth Advisors
Connecticut
$8.63K
PAG
2045
Paladin Advisory Group
Iowa
$8.01K
CFG
2046
Chapman Financial Group
Hawaii
$7.27K
MDA
2047
Minot DeBlois Advisors
Massachusetts
$6.16K
HIC
2048
Hamrick Investment Counsel
Washington
$6.16K
WB
2049
Webster Bank
Connecticut
$6.04K
BNA
2050
BankChampaign, National Association
Illinois
$6.04K