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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
PCTC
276
Perkins Coie Trust Company
Washington
$15.1M -$141K -1,153 -0.9%
BNP Paribas Financial Markets
277
BNP Paribas Financial Markets
France
$14.9M +$7.06M +57,700 +91%
PGFC
278
Peapack-Gladstone Financial Corp
New Jersey
$14.8M +$86K +703 +0.6%
MFA
279
Mayflower Financial Advisors
Massachusetts
$14.7M +$241K +1,971 +2%
BHB
280
Bank Hapoalim BM
Israel
$14.7M
WAL
281
W Advisors LLC
Tennessee
$14.6M +$13.3K +109 +0.1%
WJA
282
Willis Johnson & Associates
Texas
$14.6M -$554K -4,524 -4%
BZWA
283
Blue Zone Wealth Advisors
California
$14.5M +$394K +3,222 +3%
UBV
284
United Bank (Virginia)
Virginia
$14.5M
ABTD
285
Arvest Bank Trust Division
Oklahoma
$14.4M +$13.1M +106,902 +1,036%
TCWA
286
Turtle Creek Wealth Advisors
Texas
$14.4M +$309K +2,524 +2%
BFIM
287
Beese Fulmer Investment Management
Ohio
$14.3M -$34.8K -284 -0.2%
MMA
288
Miracle Mile Advisors
California
$14.2M -$98K -801 -0.7%
FNBT
289
FineMark National Bank & Trust
Florida
$14.2M +$2.7M +22,070 +24%
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$14.2M -$14.6K -119 -0.1%
KWM
291
Keebeck Wealth Management
Illinois
$14.1M +$216K +1,763 +2%
MFG
292
Midwest Financial Group
Kansas
$14M +$26.2K +214 +0.2%
FGWP
293
Founders Grove Wealth Partners
Virginia
$14M -$115K -942 -0.8%
CI
294
CX Institutional
Indiana
$13.9M +$405K +3,312 +3%
BHWM
295
Bay Harbor Wealth Management
Maryland
$13.9M +$620K +5,064 +5%
CA
296
Centerpoint Advisors
Massachusetts
$13.8M -$305K -2,496 -2%
SWMP
297
Signature Wealth Management Partners
New Jersey
$13.8M +$982K +8,022 +8%
TCM
298
Traynor Capital Management
Pennsylvania
$13.8M +$368K +3,007 +3%
TPWA
299
TRUE Private Wealth Advisors
Oregon
$13.7M +$420K +3,431 +3%
CCFM
300
Clear Creek Financial Management
Washington
$13.5M +$507K +4,141 +4%