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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
HSBC Holdings
351
HSBC Holdings
United Kingdom
$10.3M -$19.3M -157,450 -65%
MHC
352
May Hill Capital
Massachusetts
$10.3M +$1.38M +11,272 +16%
SWM
353
SigFig Wealth Management
California
$10.2M +$247K +2,015 +2%
TFG
354
Tilson Financial Group
New Jersey
$10.1M -$114K -934 -1%
SEIA
355
Signature Estate & Investment Advisors
California
$10.1M +$318K +2,598 +3%
DADC
356
D.A. Davidson & Co
Montana
$10M -$432K -3,530 -4%
NCM
357
Novare Capital Management
North Carolina
$9.95M -$330K -2,695 -3%
MB
358
MidFirst Bank
Oklahoma
$9.92M +$9.85M +80,482 New
EWA
359
Exencial Wealth Advisors
Oklahoma
$9.92M +$128K +1,044 +1%
ABWM
360
Alpine Bank Wealth Management
Colorado
$9.92M
CI
361
Conning Inc
Connecticut
$9.87M +$652K +5,330 +7%
CCM
362
Canal Capital Management
Virginia
$9.87M +$9.3M +75,969 +1,856%
HWM
363
Hobbs Wealth Management
Indiana
$9.86M -$111K -906 -1%
Asset Management One
364
Asset Management One
Japan
$9.83M -$3.86M -31,500 -29%
ECM
365
Evergreen Capital Management
Washington
$9.82M -$305K -2,489 -3%
GWP
366
Gen-Wealth Partners
Michigan
$9.7M +$870K +7,107 +10%
PIA
367
Polaris Investment Advisors
Massachusetts
$9.65M +$9.58M +78,314 New
KOC
368
Koss-Olinger Consulting
Florida
$9.56M -$4.97M -40,645 -34%
Franklin Resources
369
Franklin Resources
California
$9.56M +$146K +1,189 +2%
AR
370
Apeiron RIA
Texas
$9.55M -$3.92M -32,060 -29%
GWMR
371
GC Wealth Management RIA
Massachusetts
$9.51M -$294K -2,400 -3%
CF
372
Centaurus Financial
California
$9.5M -$397K -3,245 -4%
VA
373
VestGen Advisors
Illinois
$9.49M -$11.1M -90,524 -54%
AI
374
Arvest Investments
Arkansas
$9.49M +$9.42M +76,955 New
TPWA
375
Twin Peaks Wealth Advisors
California
$9.48M +$1.55M +12,688 +20%