We are live on ! Find out more
IVW icon

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
EA
651
Eclectic Associates
California
$3.47M -$2.89M -23,639 -46%
SCM
652
Saxony Capital Management
Missouri
$3.45M -$1.21M -9,849 -26%
TNBTD
653
Trustmark National Bank Trust Department
Mississippi
$3.45M
SIA
654
Sage Investment Advisers
New York
$3.45M +$3.43M +28,001 New
AWA
655
Arete Wealth Advisors
Illinois
$3.44M -$709K -5,794 -17%
RhumbLine Advisers
656
RhumbLine Advisers
Massachusetts
$3.44M
MHS
657
M Holdings Securities
Oregon
$3.42M +$3.4M +27,742 New
AAS
658
Asset Allocation Strategies
Michigan
$3.42M -$269K -2,195 -7%
BOJHT
659
Bank of Jackson Hole Trust
Wyoming
$3.41M +$191K +1,562 +6%
NW
660
NewEdge Wealth
Pennsylvania
$3.4M +$141K +1,149 +4%
PA
661
Pinnacle Associates
New York
$3.39M -$113K -920 -3%
BFO
662
Boston Family Office
Massachusetts
$3.38M
MGWM
663
Marks Group Wealth Management
Minnesota
$3.38M +$815K +6,656 +32%
ICP
664
Interchange Capital Partners
Pennsylvania
$3.36M -$21.8K -178 -0.6%
PCH
665
PGIM Custom Harvest
New Jersey
$3.33M -$7.47K -61 -0.2%
FTA
666
Financial & Tax Architects
Missouri
$3.33M +$1.82M +14,882 +123%
CB
667
Cadence Bank
Mississippi
$3.32M -$857 -7 -0%
UFA
668
Unify Financial Advisors
Florida
$3.32M +$3.3M +26,950 New
RBFC
669
Roman Butler Fullerton & Co
Missouri
$3.31M -$847K -6,917 -20%
AB
670
Atlas Brown
Kentucky
$3.28M -$42.6K -348 -1%
BBHC
671
Brown Brothers Harriman & Co
New York
$3.28M -$2.36M -19,246 -42%
EFS
672
Essex Financial Services
Connecticut
$3.28M -$217K -1,775 -6%
DWML
673
Decker Wealth Management LLC
Tennessee
$3.26M +$3.24M +26,444 New
LAM
674
Lifestyle Asset Management
Texas
$3.26M +$2.61M +21,351 +420%
AWA
675
Alta Wealth Advisors
Massachusetts
$3.26M +$988K +8,069 +44%