We are live on ! Find out more
IVW icon

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
COCM
401
Charter Oak Capital Management
New Hampshire
$8.31M -$294K -2,399 -3%
CAI
402
Capital Advisors Inc
Oklahoma
$8.25M -$520K -4,249 -6%
HSWS
403
Higgins & Schmidt Wealth Strategies
Colorado
$8.23M -$428K -3,493 -5%
WP
404
WealthPLAN Partners
Nebraska
$8.15M +$200K +1,636 +3%
SW
405
Simplicity Wealth
New Jersey
$8.14M +$852K +6,959 +12%
AFW
406
Atlantic Family Wealth
Florida
$8.14M +$217K +1,770 +3%
PRAG
407
Portfolio Resources Advisor Group
Florida
$8.13M +$8.07M +65,976 New
BFG
408
Beto Financial Group
Idaho
$8.12M +$8M +65,366 New
RSWM
409
Robertson Stephens Wealth Management
California
$8.12M -$182K -1,487 -2%
IFG
410
Independent Financial Group
California
$8.06M +$511K +4,177 +7%
CWAI
411
Core Wealth Advisors (Indiana)
Indiana
$8.06M +$8.01M +65,412 New
NCM
412
Next Capital Management
New York
$8.06M +$1.81M +14,819 +29%
SIA
413
SGL Investment Advisors
Montana
$8.01M +$1.16M +9,451 +16%
AG
414
AlTi Global
New York
$8M -$12.4K -101 -0.2%
TRCT
415
Tower Research Capital (TRC)
New York
$7.96M -$982K -8,021 -11%
OWCM
416
One Wealth Capital Management
Arizona
$7.96M +$29.6K +242 +0.4%
BFG
417
Bleakley Financial Group
New Jersey
$7.96M -$18.4K -150 -0.2%
NP
418
NorthRock Partners
Minnesota
$7.91M +$464K +3,793 +6%
CWM
419
Curtis Wealth Management
Nevada
$7.84M +$7.71M +63,032 New
FAM
420
Frontier Asset Management
Wyoming
$7.72M -$61.2K -500 -0.8%
PWAC
421
Private Wealth Advisors (California)
California
$7.71M -$48.5K -396 -0.6%
LWA
422
Lifelong Wealth Advisors
Minnesota
$7.66M +$550K +4,490 +8%
CIAS
423
Capital Investment Advisory Services
North Carolina
$7.66M -$90.7K -741 -1%
GT
424
Glenmede Trust
Pennsylvania
$7.65M +$7.59M +62,029 New
SGWM
425
Sterling Group Wealth Management
California
$7.64M -$381K -3,109 -5%