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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
GWM
326
Geneos Wealth Management
Colorado
$11.6M -$280K -2,288 -2%
HI
327
Harbour Investments
Wisconsin
$11.5M +$348K +2,841 +3%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$11.5M +$3.59M +29,354 +46%
WFAG
329
Wescott Financial Advisory Group
Pennsylvania
$11.5M +$662K +5,409 +6%
OC
330
Oppenheimer & Co
New York
$11.4M +$185K +1,513 +2%
CCM
331
Coldstream Capital Management
Washington
$11.3M +$694K +5,673 +7%
BWM
332
BKM Wealth Management
Wisconsin
$11.3M -$422K -3,447 -4%
GFA
333
Godfrey Financial Associates
New York
$11.3M +$11.2M +91,431 New
PA
334
Parallel Advisors
California
$11.2M -$388K -3,173 -3%
TWM
335
TSA Wealth Management
Texas
$11.2M -$241K -1,970 -2%
AWP
336
Avid Wealth Partners
Texas
$11.1M -$3.81M -31,142 -26%
PCIA
337
Prime Capital Investment Advisors
Kansas
$11.1M +$296K +2,415 +3%
BFM
338
Broadview Financial Management
Wisconsin
$11M -$6.73K -55 -0.1%
AAS
339
Ameritas Advisory Services
Nebraska
$10.9M -$1.07M -8,714 -9%
ABC
340
Associated Banc-Corp
Wisconsin
$10.9M -$1M -8,174 -8%
NWAG
341
Net Worth Advisory Group
Utah
$10.8M +$9.56M +78,076 +785%
NBWM
342
North Berkeley Wealth Management
California
$10.8M -$458K -3,745 -4%
IA
343
IFG Advisory
Georgia
$10.8M -$94.2K -770 -0.9%
PBO
344
Peoples Bank (Ohio)
Ohio
$10.8M -$166K -1,355 -2%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$10.7M +$1M +8,197 +10%
LKWM
346
Lee-Kelleher Wealth Management
Maryland
$10.7M -$882K -7,209 -8%
WFA
347
Wellspring Financial Advisors
Ohio
$10.7M -$133K -1,085 -1%
IAG
348
Investment Advisory Group
Massachusetts
$10.6M +$363K +2,964 +4%
EWM
349
EPG Wealth Management
Georgia
$10.6M +$40.1K +328 +0.4%
EPA
350
Element Pointe Advisors
Florida
$10.6M