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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
CFP
751
Comprehensive Financial Planning
Pennsylvania
$2.58M +$134K +1,091 +5%
FPW
752
Fairvoy Private Wealth
Alabama
$2.57M -$35.4K -289 -1%
WAP
753
Wealthcare Advisory Partners
Pennsylvania
$2.55M +$21.2K +173 +0.8%
RIG
754
RiverFront Investment Group
Virginia
$2.55M +$5.14K +42 +0.2%
NAS
755
Nicolet Advisory Services
Wisconsin
$2.55M
AWP
756
Axis Wealth Partners
Rhode Island
$2.53M -$570K -4,660 -19%
KWM
757
Kaydan Wealth Management
Michigan
$2.52M +$1.47K +12 +0.1%
BCMLT
758
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.52M +$281K +2,293 +13%
MWA
759
Merkkuri Wealth Advisors
New York
$2.51M -$68.2K -557 -3%
PP
760
Prosperity Planning
Missouri
$2.5M -$598K -4,882 -19%
HCM
761
Hicks Capital Management
Ohio
$2.5M -$734 -6 -0%
PFG
762
Pinnacle Financial Group
Illinois
$2.49M
BNMT
763
Bawa N Mallick Trust
New York
$2.49M
HCP
764
Holt Capital Partners
Texas
$2.49M
RG
765
Rathbones Group
United Kingdom
$2.49M
Squarepoint
766
Squarepoint
New York
$2.48M +$1.76M +14,341 +246%
SFG
767
Sovereign Financial Group
Connecticut
$2.47M -$48.8K -399 -2%
BWP
768
Bernardo Wealth Planning
Pennsylvania
$2.47M -$20.6K -168 -0.8%
NG
769
Novem Group
New York
$2.47M +$138K +1,129 +6%
SNB
770
Security National Bank
Nebraska
$2.46M +$543K +4,433 +29%
FWTB
771
First Western Trust Bank
Colorado
$2.45M
NWA
772
Navis Wealth Advisors
New York
$2.44M +$10.3K +84 +0.4%
MWM
773
Marietta Wealth Management
Georgia
$2.43M -$31.9K -261 -1%
EW
774
Evoke Wealth
California
$2.43M +$365K +2,982 +18%
EPP
775
ETF Portfolio Partners
Kansas
$2.42M +$184K +1,507 +8%