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iShares S&P 500 Growth ETF

2,066 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: 1,9332,066 (+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
2,066
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
LI
51
LVZ Inc
Michigan
$126M -$872K -7,128 -0.7%
CC
52
Courier Capital
New York
$119M -$3.57M -29,134 -3%
US Bancorp
53
US Bancorp
Minnesota
$116M -$569K -4,646 -0.5%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$111M -$6.22M -50,796 -5%
Comerica Bank
55
Comerica Bank
Texas
$111M -$6.86M -56,018 -6%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$109M -$169K -1,377 -0.2%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$103M +$19.5M +159,509 +24%
MWM
58
Modern Wealth Management
Kansas
$101M -$5.19M -42,366 -5%
AWMS
59
Advocacy Wealth Management Services
Georgia
$96.7M +$3.62M +29,575 +4%
KAS
60
Kestra Advisory Services
Texas
$95.6M +$10.6M +86,306 +13%
KeyBank National Association
61
KeyBank National Association
Ohio
$90.8M -$3.1M -25,298 -3%
Northern Trust
62
Northern Trust
Illinois
$89.8M -$292K -2,387 -0.3%
AWM
63
AE Wealth Management
Kansas
$87.6M +$2.11M +17,269 +2%
AG
64
Ascent Group
Virginia
$86.5M +$1.06M +8,675 +1%
PAG
65
Private Advisor Group
New Jersey
$84.7M +$1.71M +13,990 +2%
Corient Private Wealth
66
Corient Private Wealth
Florida
$84.3M +$46.4M +379,480 +125%
MWM
67
Modera Wealth Management
New Jersey
$81M -$7.09M -57,906 -8%
Creative Planning
68
Creative Planning
Kansas
$80.5M +$387K +3,158 +0.5%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$79.8M -$2.3M -18,783 -3%
MWA
70
Midland Wealth Advisors
Illinois
$77.7M -$6.13M -50,060 -7%
SIA
71
Stegner Investment Associates
Kentucky
$76.4M -$1.35M -11,049 -2%
SL
72
Salomon & Ludwin
Virginia
$75.8M -$1.99M -16,236 -3%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$75.8M +$7.4M +60,490 +11%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$74.5M -$2.02M -16,515 -3%
VA
75
Valmark Advisers
Ohio
$73.8M -$2.56M -20,884 -3%