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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
LWP
476
Laurel Wealth Planning
Minnesota
$6.48M -$602K -4,917 -9%
SB
477
Strategic Blueprint
Georgia
$6.48M -$1.34M -10,955 -17%
FWA
478
Flagship Wealth Advisors
Massachusetts
$6.4M +$294K +2,401 +5%
GCM
479
Gallacher Capital Management
Colorado
$6.35M +$43.7K +357 +0.7%
MT
480
Midwest Trust
Kansas
$6.35M -$17.6K -144 -0.3%
AF
481
AtlasMark Financial
Texas
$6.34M +$538K +4,394 +9%
RFA
482
Rollins Financial Advisors
New York
$6.31M -$449K -3,665 -7%
FF
483
Formulate Financial
Florida
$6.3M +$452K +3,696 +8%
ACA
484
Aptus Capital Advisors
Alabama
$6.28M +$159K +1,300 +3%
BMCM
485
Bryn Mawr Capital Management
Pennsylvania
$6.18M +$99.5K +813 +2%
PIMG
486
Patriot Investment Management Group
Tennessee
$6.18M -$371K -3,035 -6%
SCA
487
St. Clair Advisors
Ohio
$6.17M +$490 +4 +0%
JHCP
488
Jackson Hole Capital Partners
Oklahoma
$6.16M +$99.3K +811 +2%
LBC
489
Lowe Brockenbrough & Co
Virginia
$6.15M -$12.2K -100 -0.2%
QWP
490
Quotient Wealth Partners
Texas
$6.15M -$71.2K -582 -1%
SOS
491
Silver Oak Securities
Tennessee
$6.13M +$4.41M +36,033 +271%
PWA
492
Peterson Wealth Advisors
Utah
$6.09M -$78K -637 -1%
NAM
493
NTV Asset Management
West Virginia
$6.09M -$99.1K -810 -2%
FA
494
Flagstar Advisors
New York
$6.08M +$250K +2,045 +4%
CAM
495
Carret Asset Management
New York
$6.03M +$351K +2,868 +6%
SQA
496
Simon Quick Advisors
New Jersey
$5.95M -$5.04M -41,150 -46%
SCM
497
Stordahl Capital Management
Colorado
$5.93M -$88K -719 -1%
SFM
498
Signet Financial Management
New Jersey
$5.92M +$1.22M +9,992 +26%
UBG
499
United Bank (Georgia)
Georgia
$5.87M -$316K -2,582 -5%
SAM
500
Smartleaf Asset Management
Massachusetts
$5.8M +$3.63M +29,637 +173%