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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 232 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 232 | 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: 1,9332,067 (+134)

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
+134
Holders Change %
+6.93%
% 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
232
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
OCA
451
OpenArc Corporate Advisory
Georgia
$7.06M +$7.01M +57,277 New
CWAG
452
Compton Wealth Advisory Group
Virginia
$7.02M
SVWG
453
Shared Vision Wealth Group
United States
$7.01M -$24K -196 -0.3%
BOSSRA
454
B.O.S.S. Retirement Advisors
Utah
$6.97M +$4.01M +32,800 +138%
MCCA
455
Mill Creek Capital Advisors
Pennsylvania
$6.94M -$78.9K -645 -1%
GIM
456
Goelzer Investment Management
Indiana
$6.91M +$226K +1,844 +3%
NCM
457
Narwhal Capital Management
Georgia
$6.9M
CWM
458
Cahaba Wealth Management
Georgia
$6.86M -$139K -1,137 -2%
CB
459
Commerce Bank
Missouri
$6.85M +$655K +5,349 +11%
GAM
460
Gotham Asset Management
New York
$6.81M
KV
461
Kickstand Ventures
New York
$6.79M +$349K +2,849 +5%
ACA
462
Alpha Capital Advisors
Maine
$6.76M +$6.62M +54,107 New
EWM
463
Evercore Wealth Management
New York
$6.73M -$50.8K -415 -0.8%
RWM
464
RKL Wealth Management
Pennsylvania
$6.72M -$203K -1,659 -3%
AOWM
465
Asset One Wealth Management
Washington
$6.65M +$6.55M +53,547 New
GI
466
GAMCO Investors
Connecticut
$6.63M
IP
467
Investment Partners
Ohio
$6.63M +$245 +2 +0%
VCP
468
Verus Capital Partners
Arizona
$6.6M +$252K +2,058 +4%
IUHSA
469
Itau Unibanco Holding S.A.
Brazil
$6.58M +$6.54M +53,410 New
RSF
470
Rik Saylor Financial
Ohio
$6.57M +$49.2K +402 +0.8%
MCA
471
MSH Capital Advisors
Arizona
$6.57M +$84.6K +691 +1%
CWM
472
Centurion Wealth Management
Virginia
$6.55M +$25K +204 +0.4%
TFA
473
Tobias Financial Advisors
Florida
$6.52M -$274K -2,237 -4%
BWMG
474
Barnes Wealth Management Group
California
$6.51M -$175K -1,426 -3%
DBIA
475
Dumont & Blake Investment Advisors
New Jersey
$6.49M -$183K -1,492 -3%