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iShares S&P 500 Growth ETF

2,038 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 214 funds opening new positions, 674 increasing their positions, 744 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 (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,038
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
SG
201
StoneX Group
New York
$23.4M
SFA
202
Sequoia Financial Advisors
Ohio
$23.4M
CFB
203
Cullen/Frost Bankers
Texas
$23.3M
MAFA
204
MJT & Associates Financial Advisory
Minnesota
$23.3M
GPA
205
Guidance Point Advisors
Massachusetts
$23.2M
JIC
206
Johnson Investment Counsel
Ohio
$23.1M
APP
207
Avantax Planning Partners
Iowa
$22.9M
KFSC
208
Keystone Financial Services (Colorado)
Colorado
$22.8M
TF
209
Trek Financial
Arizona
$22.8M
SEI Investments
210
SEI Investments
Pennsylvania
$22.8M
HWM
211
Hemming & Wealth Management
Michigan
$22.6M
KFS
212
Kelly Financial Services
Massachusetts
$22.5M
SS
213
Sunbelt Securities
Texas
$22.4M
IW
214
Instrumental Wealth
Florida
$22.3M
UB
215
UMB Bank
Missouri
$22M
FWP
216
FAS Wealth Partners
Kansas
$22M
AFC
217
Adaptive Financial Consulting
Ohio
$21.7M
CIAS
218
CFS Investment Advisory Services
New Jersey
$21.3M
IFS
219
Ifrah Financial Services
Arkansas
$21.2M
CAM
220
Cresset Asset Management
Illinois
$20.9M
CCW
221
Coastline Complete Wealth
South Carolina
$20.8M
MHC
222
May Hill Capital
Massachusetts
$20.6M
FFN
223
Focus Financial Network
Minnesota
$20.3M
EWA
224
EP Wealth Advisors
California
$20.2M
OAP
225
One Advisory Partners
Kansas
$20.2M