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iShares S&P 500 Growth ETF

2,066 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 231 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 63

20% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $18.5M

14% more funds holding in top 10

Funds holding in top 10: 193220 (+27)

7% more funds holding

Funds holding: 1,9332,066 (+133)

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.25B)

0.78% more ownership

Funds ownership: 73.04%73.82% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 747

Holders
2,066
Holders Change
+133
Holders Change %
+6.88%
% of All Funds
25.14%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
231
Increased
679
Reduced
747
Closed
63
Calls
$22.2M
Puts
$18.5M
Net Calls
+$3.67M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$17.8M -$998K -8,153 -5%
MWM
252
McNaughton Wealth Management
California
$17.7M +$164K +1,340 +0.9%
Prudential Financial
253
Prudential Financial
New Jersey
$17.6M +$907K +7,410 +6%
RFM
254
Royal Fund Management
Florida
$17.6M +$7.58M +61,906 +76%
LSA
255
Lansing Street Advisors
Pennsylvania
$17.6M +$960K +7,845 +6%
MCM
256
M1 Capital Management
Michigan
$17.5M -$342K -2,792 -2%
CA
257
CoreCap Advisors
Michigan
$17.5M -$174K -1,420 -1%
CWS
258
Cypress Wealth Services
California
$17.4M +$931K +7,606 +6%
AssetMark Inc
259
AssetMark Inc
California
$17.3M +$875K +7,147 +5%
COFSG
260
Carbahal Olsen Financial Services Group
California
$17.3M -$225K -1,836 -1%
JWA
261
JFS Wealth Advisors
Pennsylvania
$17.1M -$1.06M -8,683 -6%
FTS
262
Fifth Third Securities
Ohio
$16.8M +$23.9K +195 +0.1%
MA
263
Mutual Advisors
Nebraska
$16.8M -$315K -2,575 -2%
CPSC
264
Carl P. Sherr & Co
Massachusetts
$16.2M -$997K -8,144 -6%
ATC
265
Argent Trust Co
Tennessee
$16.1M +$416K +3,401 +3%
SAM
266
Silvercrest Asset Management
New York
$15.9M +$15.8M +128,691 New
SC
267
Savant Capital
Illinois
$15.8M -$2.65M -21,681 -14%
PS
268
Planned Solutions
California
$15.8M +$1.85M +15,103 +13%
LIA
269
LBMC Investment Advisors
Tennessee
$15.7M +$521K +4,255 +3%
AWA
270
American Wealth Advisors
Georgia
$15.7M -$153K -1,248 -1%
DWM
271
Diversify Wealth Management
Utah
$15.6M +$14.8M +120,781 +2,779%
I
272
INVST
Indiana
$15.5M -$1.44M -11,801 -9%
AllianceBernstein
273
AllianceBernstein
Tennessee
$15.4M +$3.28M +26,797 +27%
Brown Advisory
274
Brown Advisory
Maryland
$15.3M +$433K +3,541 +3%
SA
275
Sovran Advisors
California
$15.2M +$48.6K +397 +0.3%