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iShares S&P 500 Growth ETF

2,067 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: 1,9342,067 (+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
2,067
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
EFG
426
Embree Financial Group
Illinois
$7.61M +$2.87M +23,416 +61%
BAM
427
Belpointe Asset Management
Nevada
$7.58M -$118K -961 -2%
DAS
428
Diversify Advisory Services
Utah
$7.57M +$81.3K +664 +1%
GFP
429
Gryphon Financial Partners
Ohio
$7.56M -$68.8K -562 -0.9%
FFA
430
First Foundation Advisors
California
$7.56M +$591K +4,827 +9%
TWM
431
Tradition Wealth Management
Minnesota
$7.55M +$18.1K +148 +0.2%
FWP
432
Firethorn Wealth Partners
Georgia
$7.54M -$333K -2,721 -4%
VC
433
Vestor Capital
Illinois
$7.54M -$7.36M -60,142 -93%
SFC
434
Summit Financial Consulting
Michigan
$7.49M +$636K +5,199 +9%
BCM
435
BTC Capital Management
Iowa
$7.48M +$848K +6,930 +13%
HWA
436
Heritage Wealth Advisors
Virginia
$7.45M +$1.96K +16 +0%
LF
437
Lantz Financial
Illinois
$7.43M +$382K +3,123 +5%
USAA
438
United Services Automobile Association
Texas
$7.36M -$373K -3,049 -5%
PFS
439
Prospera Financial Services
Texas
$7.34M +$294K +2,401 +4%
SIA
440
SeaBridge Investment Advisors
New Jersey
$7.29M
MWM
441
Mosley Wealth Management
California
$7.28M +$7.31M +59,700 New
FPAS
442
Focus Partners Advisor Solutions
Missouri
$7.28M +$2.03M +16,616 +39%
CWM
443
Cranbrook Wealth Management
Michigan
$7.25M -$66.5K -543 -0.9%
CFA
444
Camarda Financial Advisors
Florida
$7.19M -$853K -6,967 -11%
SFS
445
Sharp Financial Services
Pennsylvania
$7.17M +$346K +2,830 +5%
KDA
446
Kraft Davis & Associates
Missouri
$7.16M -$300K -2,454 -4%
TCG
447
Transcendent Capital Group
Oklahoma
$7.11M -$117K -954 -2%
AWP
448
Ascent Wealth Partners
New York
$7.1M -$140K -1,141 -2%
GWP
449
Gateway Wealth Partners
Wisconsin
$7.06M +$401K +3,279 +6%
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$7.06M +$805K +6,578 +13%