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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
HPM
501
Hoxton Planning & Management
West Virginia
$5.79M -$10.3K -84 -0.2%
AWA
502
A4 Wealth Advisors
North Carolina
$5.77M +$2.38M +19,484 +71%
SFS
503
Sowell Financial Services
Arkansas
$5.77M +$55.9K +457 +1%
YAIA
504
Yanni & Associates Investment Advisors
Pennsylvania
$5.73M +$5.69M +46,496 New
JMNC
505
J. Mark Nickell & Co
Tennessee
$5.66M +$5.62M +45,928 New
KFA
506
Kapstone Financial Advisors
Ohio
$5.59M +$125K +1,024 +2%
RWS
507
Resolute Wealth Strategies
Mississippi
$5.56M +$2.2K +18 +0%
DWA
508
Davis Wealth Advisors
New Hampshire
$5.55M +$5.51M +44,994 New
PA
509
PFG Advisors
Arizona
$5.53M +$1.04M +8,462 +23%
WPC
510
Waters Parkerson & Co
Louisiana
$5.52M
DT
511
Diversified Trust
Tennessee
$5.5M +$245K +2,004 +5%
TNB
512
Thomasville National Bank
Georgia
$5.48M -$36.5K -298 -0.7%
RWRC
513
R.W. Roge & Company
New York
$5.46M -$72.7K -594 -1%
BCWM
514
Bartlett & Co Wealth Management
Ohio
$5.46M +$94.2K +770 +2%
NFG
515
Nations Financial Group
Iowa
$5.43M +$350K +2,863 +7%
OFG
516
Oxford Financial Group
Indiana
$5.4M +$432K +3,533 +9%
WAG
517
Winthrop Advisory Group
Massachusetts
$5.4M -$76.7K -627 -1%
FRA
518
FFG Retirement Advisors
Colorado
$5.34M +$95.7K +782 +2%
BIM
519
Bridges Investment Management
Nebraska
$5.33M -$417K -3,405 -7%
KL
520
Keenan LLC
Massachusetts
$5.3M +$5.26M +42,978 New
Calamos Advisors
521
Calamos Advisors
Illinois
$5.26M +$99.7K +815 +2%
GWAM
522
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.26M -$553K -4,517 -10%
TF
523
Theory Financial
Colorado
$5.25M +$109K +887 +2%
RWS
524
Retirement Wealth Solutions
Wisconsin
$5.23M +$286K +2,334 +6%
SIA
525
Sovereign Investment Advisors
Arizona
$5.22M +$5.18M +42,316 New