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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
CG
2026
Cynosure Group
Utah
NC
2027
NewSquare Capital
Pennsylvania
NC
2028
NovaPoint Capital
Georgia
BSSFA
2029
Baron Silver Stevens Financial Advisors
Florida
Jane Street
2030
Jane Street
New York
PA
2031
Persium Advisors
Georgia
EWA
2032
Etesian Wealth Advisors
Oregon
AO
2033
Advisor OS
Illinois
CFO
2034
Custos Family Office
Texas
NP
2035
Nilsine Partners
Colorado
XT
2036
XTX Topco
Cayman Islands
PA
2037
Planning Alternatives
Michigan
LBC
2038
Leigh Baldwin & Co
New York
PHAM
2039
Palisades Hudson Asset Management
Florida
FFA
2040
Florida Financial Advisors
Florida
IFA
2041
Interactive Financial Advisors
Illinois
RW
2042
Ridgeline Wealth
Arizona
NA
2043
Nordwand Advisors
Pennsylvania
NRI
2044
NFP Retirement Inc
California
WDG
2045
Wealth Dimensions Group
Ohio
CWP
2046
Cyndeo Wealth Partners
Florida
QT
2047
Quantbot Technologies
New York
PCM
2048
Perritt Capital Management
Illinois
HWA
2049
Heartwood Wealth Advisors
Virginia
JWM
2050
JPL Wealth Management
Colorado