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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
MWS
701
MFA Wealth Services
California
$3.06M -$4.53K -37 -0.1%
BP
702
Ballentine Partners
Massachusetts
$3.04M +$133K +1,084 +5%
TA
703
Tactive Advisors
Florida
$3.03M +$44.9K +367 +2%
TC
704
Town Capital
Maryland
$3.01M +$2.99M +24,433 New
HCM
705
Hudson Capital Management
New Jersey
$3.01M -$1.96K -16 -0.1%
OP
706
ORG Partners
Indiana
$3.01M +$565K +4,618 +23%
CPA
707
Capital Performance Advisors
California
$3M +$89.6K +732 +3%
CAC
708
Certified Advisory Corp
Florida
$3M -$72.1K -589 -2%
Vanguard Group
709
Vanguard Group
Pennsylvania
$2.99M -$54K -441 -2%
NB
710
Northwest Bancshares
Pennsylvania
$2.99M -$28.1K -230 -0.9%
XPN
711
XY Planning Network
Montana
$2.98M +$2.95M +24,142 New
TWM
712
Tripletail Wealth Management
Florida
$2.97M +$2.94M +24,058 +200,483%
IAIM
713
International Assets Investment Management
Florida
$2.97M +$168K +1,375 +6%
Invesco
714
Invesco
Georgia
$2.95M +$2.93M +23,953 New
EWM
715
Empirical Wealth Management
Washington
$2.93M -$150K -1,222 -5%
National Bank of Canada
716
National Bank of Canada
Quebec, Canada
$2.92M -$18.4K -150 -0.6%
WT
717
Whittier Trust
California
$2.9M +$645K +5,270 +29%
SF
718
Summit Financial
New Jersey
$2.89M -$1.62M -13,218 -36%
PWM
719
Power Wealth Management
Georgia
$2.89M -$99.4K -812 -3%
JIC
720
Joel Isaacson & Co
New York
$2.87M +$490 +4 +0%
D
721
Dentgroup
Louisiana
$2.86M -$79.3K -648 -3%
CWA
722
Clearview Wealth Advisors
Oregon
$2.86M -$41.2K -337 -1%
CFD
723
Creative Financial Designs
Indiana
$2.84M -$5.88K -48 -0.2%
PPC
724
Park Place Capital
Alabama
$2.84M -$184K -1,504 -6%
HSA
725
HBK Sorce Advisory
Pennsylvania
$2.81M +$45.2K +369 +2%