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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
HCA
551
Heck Capital Advisors
Wisconsin
$4.67M +$261K +2,134 +6%
RFA
552
RTD Financial Advisors
Pennsylvania
$4.63M -$569K -4,651 -11%
SC
553
Sierra Capital
Florida
$4.63M
MWM
554
Mission Wealth Management
California
$4.63M -$30.8K -252 -0.7%
RIM
555
Redwood Investment Management
Arizona
$4.59M +$232K +1,894 +5%
SWP
556
SIMA Wealth Partners
Virginia
$4.54M -$103K -838 -2%
SF
557
SWP Financial
California
$4.51M -$73.8K -603 -2%
A
558
Alongside
Texas
$4.5M +$4.47M +36,536 New
GPWA
559
Great Point Wealth Advisors
Massachusetts
$4.5M
XF
560
XML Financial
Maryland
$4.49M -$1.34M -10,935 -23%
RPC
561
Rossmore Private Capital
Connecticut
$4.47M +$1.11M +9,055 +33%
PA
562
Procyon Advisors
Connecticut
$4.46M +$17K +139 +0.4%
PAG
563
Private Advisory Group
Washington
$4.45M -$194K -1,585 -4%
VFA
564
Valeo Financial Advisors
Indiana
$4.45M -$201K -1,644 -4%
RFP
565
RCS Financial Planning
Maryland
$4.43M +$220K +1,800 +5%
MFG
566
Magnus Financial Group
New York
$4.36M +$92.2K +753 +2%
MAV
567
Mason & Associates (Virginia)
Virginia
$4.35M -$297K -2,425 -6%
FHC
568
First Horizon Corporation
Tennessee
$4.33M +$3.3K +27 +0.1%
EB
569
Eastern Bank
Massachusetts
$4.32M -$25.8K -211 -0.6%
GCM
570
Gables Capital Management
Florida
$4.31M
CFS
571
Commonwealth Financial Services
West Virginia
$4.31M -$228K -1,864 -5%
CIM
572
Capital Investment Management
Missouri
$4.3M +$4.27M +34,924 New
CA
573
CWC Advisors
Oregon
$4.27M +$27.9K +228 +0.7%
AIA
574
Arrow Investment Advisors
Maryland
$4.23M -$111K -910 -3%
SI
575
Stephens Inc
Arkansas
$4.21M -$544K -4,447 -12%