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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
MW
376
Maia Wealth
Colorado
$9.46M -$1.69M -13,826 -15%
DF
377
Daviman Financial
Indiana
$9.45M +$9.38M +76,654 New
CFG
378
Cosner Financial Group
Colorado
$9.32M +$490K +4,005 +6%
SC
379
Sapient Capital
Indiana
$9.24M +$963K +7,866 +12%
TVM
380
True Vision MN
Minnesota
$9.23M +$13.6K +111 +0.1%
VAS
381
Vestmark Advisory Solutions
Massachusetts
$9.22M -$24.3M -198,593 -73%
LFWA
382
LiftPoint Family Wealth Advisors
New Jersey
$9.16M +$9.1M +74,348 New
KFP
383
KMG Fiduciary Partners
Ohio
$9.13M -$2.77M -22,644 -23%
TSW
384
Three Seasons Wealth
Utah
$9.12M +$8.08M +65,991 +824%
EIP
385
Ellis Investment Partners
Pennsylvania
$9.12M -$10K -82 -0.1%
BRWA
386
B. Riley Wealth Advisors
Florida
$9.11M +$357K +2,919 +4%
AEPWM
387
Atlantic Edge Private Wealth Management
Florida
$8.95M +$355K +2,900 +4%
EPW
388
Endeavor Private Wealth
Kansas
$8.94M +$204K +1,669 +2%
RPGK
389
Retirement Planning Group (Kansas)
Kansas
$8.83M -$353K -2,887 -4%
AFP
390
Ausdal Financial Partners
Iowa
$8.83M +$456K +3,728 +5%
PAS
391
PKS Advisory Services
New York
$8.8M -$344K -2,813 -4%
AIM
392
Advyzon Investment Management
Illinois
$8.78M +$7.3M +59,682 +518%
C
393
Croban
Ohio
$8.75M +$3.55M +29,031 +69%
SIAS
394
Summit Investment Advisory Services
Minnesota
$8.61M -$32.2K -263 -0.4%
SCG
395
Sonata Capital Group
Washington
$8.55M -$290K -2,367 -3%
IAN
396
Integrated Advisors Network
Texas
$8.49M -$1.23M -10,013 -13%
SIA
397
Soltis Investment Advisors
Utah
$8.49M -$490 -4 -0%
FMN
398
Financial Management Network
California
$8.46M -$113K -925 -1%
SPAS
399
Spectrum Planning & Advisory Services
California
$8.37M +$647K +5,289 +8%
AC
400
Avestar Capital
New York
$8.36M -$293K -2,390 -3%