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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
CA
601
Calton & Associates
Florida
$3.94M +$575K +4,700 +17%
CRI
602
Commonwealth Retirement Investments
Virginia
$3.93M +$238K +1,947 +7%
GG
603
GenWealth Group
New Jersey
$3.93M -$30.8K -252 -0.8%
BIP
604
Bouvel Investment Partners
Pennsylvania
$3.92M -$176K -1,435 -4%
LIA
605
LifePlan Investment Advisors
North Carolina
$3.91M +$141K +1,148 +4%
Bessemer Group
606
Bessemer Group
New Jersey
$3.91M +$249K +2,034 +7%
ISFAN
607
Investor's Fiduciary Advisor Network
Washington
$3.88M +$2.02M +16,470 +110%
CSP
608
Cary Street Partners
Virginia
$3.87M -$25.9K -212 -0.7%
HWA
609
Hilltop Wealth Advisors
North Carolina
$3.87M -$199K -1,624 -5%
First Trust Advisors
610
First Trust Advisors
Illinois
$3.86M +$8.32K +68 +0.2%
RRA
611
Round Rock Advisors
Connecticut
$3.86M +$15.2K +124 +0.4%
HWM
612
Howard Wealth Management
Connecticut
$3.85M -$112K -913 -3%
CIC
613
Carnegie Investment Counsel
Ohio
$3.81M -$97.7K -798 -3%
BW
614
Blalock Williams
Alabama
$3.81M +$240K +1,958 +7%
AIM
615
Archer Investment Management
Texas
$3.81M +$3.78M +30,897 New
NPT
616
National Philanthropic Trust
Pennsylvania
$3.8M -$1.44M -11,756 -28%
ACM
617
Absolute Capital Management
Pennsylvania
$3.76M +$1.5M +12,270 +67%
SIS
618
Sound Income Strategies
Florida
$3.74M -$137K -1,117 -4%
VWM
619
Venturi Wealth Management
Texas
$3.74M -$81.5K -666 -2%
MGIA
620
Matthew Goff Investment Advisor
Texas
$3.74M -$42K -343 -1%
PFA
621
Pathway Financial Advisors
Vermont
$3.72M -$29.9K -244 -0.8%
JSL
622
JT Stratford LLC
Georgia
$3.72M -$893K -7,299 -19%
HNB
623
Hilltop National Bank
Wyoming
$3.71M -$3.67K -30 -0.1%
PCA
624
Prosperity Capital Advisors
Ohio
$3.7M +$238K +1,948 +7%
CIS
625
Custom Index Systems
New York
$3.66M -$3.66M -29,915 -50%