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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
DPI
576
Diversified Portfolios Inc
Michigan
$4.19M -$126K -1,031 -3%
GPW
577
Gray Private Wealth
Massachusetts
$4.19M -$185K -1,510 -4%
HTC
578
Haverford Trust Company
Pennsylvania
$4.19M -$81.5K -666 -2%
SAI
579
Savvy Advisors Inc
New York
$4.17M +$638K +5,212 +18%
SCI
580
S&CO Inc
Massachusetts
$4.15M
RWMG
581
Redwood Wealth Management Group
New Jersey
$4.15M -$41.9K -342 -1%
WF
582
WealthPoint Financial
North Carolina
$4.15M +$4.12M +33,654 New
WFS
583
WealthGarden F.S.
California
$4.15M +$103K +844 +3%
FCBT
584
First Citizens Bank & Trust
North Carolina
$4.14M +$341K +2,789 +9%
UBS AM
585
UBS AM
Illinois
$4.13M +$4.1M +33,506 New
SLT
586
St Louis Trust
Missouri
$4.13M
SCA
587
Southern Capital Advisors
Tennessee
$4.1M +$18.1K +148 +0.4%
Koshinski Asset Management
588
Koshinski Asset Management
Illinois
$4.1M +$201K +1,644 +5%
KWS
589
Keystone Wealth Services
California
$4.1M +$77.8K +636 +2%
CA
590
Chatterton & Associates
California
$4.08M +$4.05M +33,091 New
WA
591
WBH Advisory
Maryland
$4.06M -$979 -8 -0%
SWM
592
StoneCrest Wealth Management
Arizona
$4.03M +$93.4K +763 +2%
PAA
593
Peregrine Asset Advisers
Oregon
$4.01M -$49.4K -404 -1%
BIG
594
Bush Investment Group
Georgia
$4.01M -$65.7K -537 -2%
HT
595
Heritage Trust
Oklahoma
$4.01M -$633K -5,168 -14%
AL
596
ARWA LLC
Texas
$3.99M +$3.96M +32,346 New
OWG
597
Oxford Wealth Group
Florida
$3.99M +$3.96M +32,341 New
MPCG
598
Matrix Private Capital Group
New York
$3.98M -$31.8K -260 -0.8%
NA
599
Nottingham Advisors
New York
$3.97M -$125K -1,019 -3%
Vontobel Holding
600
Vontobel Holding
Switzerland
$3.95M -$89.7K -733 -2%