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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
RIS
676
Retirement Income Solutions
Michigan
$3.24M -$5.02K -41 -0.2%
BCG
677
Breakwater Capital Group
New Jersey
$3.22M -$26.6K -217 -0.8%
CCM
678
Colorado Capital Management
Colorado
$3.21M +$7.96K +65 +0.2%
EWA
679
EverSource Wealth Advisors
Alabama
$3.21M -$286K -2,335 -8%
RIG
680
Ramiah Investment Group
Wisconsin
$3.2M -$423K -3,455 -12%
LL
681
LPWM LLC
Minnesota
$3.19M +$660K +5,391 +26%
CCA
682
Coign Capital Advisors
Utah
$3.18M +$66.6K +544 +2%
MBT
683
Montecito Bank & Trust
California
$3.18M
TF
684
TME Financial
California
$3.17M -$2.21M -18,093 -41%
ACA
685
Adirondack Capital Advisors
New York
$3.17M +$3.15M +25,722 New
CA
686
COFG Advisors
Illinois
$3.16M +$3.14M +25,630 New
Fisher Asset Management
687
Fisher Asset Management
Washington
$3.16M +$1.11M +9,053 +55%
SDWMA
688
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.16M -$44.5K -364 -1%
MCC
689
Money Concepts Capital
Florida
$3.15M -$91.1K -744 -3%
AWA
690
Asempa Wealth Advisors
Louisiana
$3.15M +$3.13M +25,571 New
KFI
691
Key Financial Inc
Pennsylvania
$3.15M -$65.7K -537 -2%
QCM
692
QRG Capital Management
Illinois
$3.14M +$475K +3,878 +18%
CA
693
Capital Advantage
California
$3.14M +$905K +7,396 +41%
RW
694
Regimen Wealth
Georgia
$3.12M -$23.1K -189 -0.7%
DWA
695
Dorsey Wright & Associates
California
$3.12M +$48.7K +398 +2%
PWAM
696
Private Wealth Asset Management
Iowa
$3.11M +$245 +2 +0%
YWM
697
Yukon Wealth Management
Kansas
$3.1M +$80.5K +658 +3%
JMA
698
J.M. Arbour
Maine
$3.1M +$3.07M +25,118 New
FWM
699
Fonville Wealth Management
Virginia
$3.09M
LTI
700
Laffer Tengler Investments
Tennessee
$3.06M