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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
SFA
201
Sequoia Financial Advisors
Ohio
$23.4M
CFB
202
Cullen/Frost Bankers
Texas
$23.3M
MAFA
203
MJT & Associates Financial Advisory
Minnesota
$23.3M
GPA
204
Guidance Point Advisors
Massachusetts
$23.2M
JIC
205
Johnson Investment Counsel
Ohio
$23.1M
APP
206
Avantax Planning Partners
Iowa
$22.9M
KFSC
207
Keystone Financial Services (Colorado)
Colorado
$22.8M
TF
208
Trek Financial
Arizona
$22.8M
SEI Investments
209
SEI Investments
Pennsylvania
$22.8M
KFS
210
Kelly Financial Services
Massachusetts
$22.5M
SS
211
Sunbelt Securities
Texas
$22.4M
IW
212
Instrumental Wealth
Florida
$22.3M
UB
213
UMB Bank
Missouri
$22M
FWP
214
FAS Wealth Partners
Kansas
$22M
AFC
215
Adaptive Financial Consulting
Ohio
$21.7M
CIAS
216
CFS Investment Advisory Services
New Jersey
$21.3M
IFS
217
Ifrah Financial Services
Arkansas
$21.2M
CAM
218
Cresset Asset Management
Illinois
$20.9M
CCWL
219
Coastline Complete Wealth LLC
South Carolina
$20.8M
MHC
220
May Hill Capital
Massachusetts
$20.6M
FFN
221
Focus Financial Network
Minnesota
$20.3M
EWA
222
EP Wealth Advisors
California
$20.2M
OAP
223
One Advisory Partners
Kansas
$20.2M
EFG
224
Elevated Financial Group
Indiana
$20.1M
PAMG
225
Patton Albertson Miller Group
Tennessee
$19.9M