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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
KA
626
Kovack Advisors
Florida
$3.66M +$2.08M +17,017 +134%
AWM
627
Alterna Wealth Management
Texas
$3.66M +$382K +3,120 +12%
FDP
628
Financiere des Professionnels
Quebec, Canada
$3.65M -$28.2M -230,400 -89%
BFS
629
BridgePort Financial Solutions
Iowa
$3.62M -$114K -929 -3%
KBFS
630
Kohmann Bosshard Financial Services
Ohio
$3.6M
HCC
631
Hirtle Callaghan & Co
Pennsylvania
$3.59M -$148K -1,211 -4%
5W
632
5T Wealth
California
$3.59M +$81.1K +663 +2%
CAM
633
Capital Asset Management
Colorado
$3.59M +$3.49M +28,520 New
MFS
634
Madrona Financial Services
Washington
$3.59M -$243K -1,982 -6%
TCA
635
Transcend Capital Advisors
New Jersey
$3.58M -$882K -7,205 -20%
NWM
636
Nolet Wealth Management
Texas
$3.57M +$3.55M +28,970 New
CIA
637
Choate Investment Advisors
Massachusetts
$3.56M -$24.7K -202 -0.7%
BWM
638
Baron Wealth Management
Michigan
$3.55M +$1.96K +16 +0.1%
PTC
639
Private Trust Company
Ohio
$3.55M -$161K -1,316 -4%
WWC
640
Waypoint Wealth Counsel
Georgia
$3.52M -$9.06K -74 -0.3%
WIM
641
WealthPlan Investment Management
Nebraska
$3.52M -$181K -1,481 -5%
SWA
642
Stratos Wealth Advisors
Ohio
$3.52M -$975K -7,965 -22%
BWA
643
BCU Wealth Advisors
Illinois
$3.52M -$69.6K -569 -2%
FCC
644
Florin Court Capital
United Kingdom
$3.5M -$7.67M -62,700 -69%
TI
645
Truepoint Inc
Ohio
$3.5M -$367 -3 -0%
FWA
646
FORM Wealth Advisors
Wisconsin
$3.48M +$3.46M +28,252 New
SPC
647
Spirepoint Private Client
Florida
$3.48M -$3.79K -31 -0.1%
JFG
648
JMG Financial Group
Illinois
$3.47M +$15.5K +127 +0.5%
MWM
649
Mattern Wealth Management
Kansas
$3.47M -$58.6K -479 -2%
RL
650
Rogco LP
Oklahoma
$3.47M