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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
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
UB
212
UMB Bank
Missouri
$22M
FWP
213
FAS Wealth Partners
Kansas
$22M
AFC
214
Adaptive Financial Consulting
Ohio
$21.7M
CIAS
215
CFS Investment Advisory Services
New Jersey
$21.3M
IFS
216
Ifrah Financial Services
Arkansas
$21.2M
CAM
217
Cresset Asset Management
Illinois
$20.9M
CCWL
218
Coastline Complete Wealth LLC
South Carolina
$20.8M
MHC
219
May Hill Capital
Massachusetts
$20.6M
FFN
220
Focus Financial Network
Minnesota
$20.3M
EWA
221
EP Wealth Advisors
California
$20.2M
OAP
222
One Advisory Partners
Kansas
$20.2M
EFG
223
Elevated Financial Group
Indiana
$20.1M
PAMG
224
Patton Albertson Miller Group
Tennessee
$19.9M
GCA
225
Gallagher Capital Advisors
Texas
$19.8M