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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
LFP
726
Lakeshore Financial Planning
Michigan
$2.8M +$146K +1,194 +6%
CWM
727
CCG Wealth Management
California
$2.79M
DM
728
Diversified Management
Wisconsin
$2.78M +$2.76M +22,588 New
FFM
729
Forum Financial Management
Illinois
$2.78M +$107K +876 +4%
1CP
730
17 Capital Partners
Arizona
$2.78M -$1.02M -8,334 -27%
O3W
731
Omni 360 Wealth
New Jersey
$2.78M -$231K -1,887 -8%
AA
732
Alesco Advisors
New York
$2.77M -$14.8K -121 -0.5%
RWP
733
RWA Wealth Partners
Massachusetts
$2.76M +$847K +6,923 +45%
AF
734
Alerus Financial
North Dakota
$2.72M -$50.8K -415 -2%
OA
735
Operose Advisors
Wisconsin
$2.72M +$16K +131 +0.6%
ANTB
736
AMG National Trust Bank
Colorado
$2.71M -$619K -5,060 -19%
SP
737
Stablepoint Partners
Massachusetts
$2.68M +$17K +139 +0.6%
SAW
738
Signal Advisors Wealth
Michigan
$2.68M -$45.5K -372 -2%
WTC
739
WhitTier Trust Company
Nevada
$2.67M +$342K +2,796 +15%
BW
740
BIP Wealth
Georgia
$2.67M +$469K +3,831 +21%
CFG
741
Cassilly Financial Group
Maryland
$2.66M +$2.64M +21,546 New
EAM
742
Evanson Asset Management
California
$2.64M +$8.81K +72 +0.3%
HNWA
743
Henrickson Nauta Wealth Advisors
Michigan
$2.63M +$1.28M +10,420 +97%
CS
744
Capital Square
Tennessee
$2.63M -$24.6K -201 -0.9%
SFC
745
Sprinkle Financial Consultants
Colorado
$2.61M -$110K -902 -4%
CG
746
Corundum Group
Colorado
$2.61M +$83.2K +680 +3%
NS
747
Northland Securities
Minnesota
$2.6M +$2.58M +21,120 New
LF
748
Lighthouse Financial
Florida
$2.6M -$122K -1,000 -5%
AT
749
American Trust
Kentucky
$2.6M +$1.3M +10,592 +101%
RB
750
Renasant Bank
Mississippi
$2.6M -$113K -925 -4%