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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
FCH
776
Freestone Capital Holdings
Washington
$2.41M +$367 +3 +0%
CRC
777
Curi RMB Capital
Illinois
$2.41M +$8.08K +66 +0.3%
CWA
778
Crusonia Wealth Advisors
Colorado
$2.4M +$2.38M +19,485 New
CWM
779
Cornerstone Wealth Management
Missouri
$2.4M -$102K -832 -4%
BFA
780
Beacon Financial Advisory
Ohio
$2.4M +$6.98K +57 +0.3%
SPI
781
Sutton Place Investors
New York
$2.39M -$98.5K -805 -4%
ITG
782
Index Technologies Group
New York
$2.38M +$2.37M +19,344 New
MA
783
MBA Advisors
Pennsylvania
$2.38M -$52.9K -432 -2%
ACM
784
Advisors Capital Management
New Jersey
$2.37M +$336K +2,743 +17%
B
785
Bailard
California
$2.36M -$100K -820 -4%
BA
786
Bellwether Advisors
Nebraska
$2.36M +$224K +1,828 +11%
WCM
787
WealthTrak Capital Management
Virginia
$2.36M +$96.2K +786 +4%
BAH
788
Beacon Advisors Holdings
Texas
$2.3M +$2.29M +18,673 New
FA
789
Fiduciary Alliance
South Carolina
$2.3M -$28.5K -233 -1%
TFGT
790
TS Financial Group (TSFG)
Illinois
$2.3M -$10K -82 -0.4%
GSWM
791
Golden State Wealth Management
California
$2.3M +$264K +2,156 +13%
KAS
792
KPP Advisory Services
Kentucky
$2.29M -$1.25M -10,175 -35%
CPIA
793
Cornell Pochily Investment Advisors
New York
$2.28M +$367 +3 +0%
FAL
794
Focused Alpha LLC
Colorado
$2.28M +$2.27M +18,516 New
WH
795
Whitcomb & Hess
Ohio
$2.28M -$5.02K -41 -0.2%
DC
796
Davenport & Co
Virginia
$2.27M +$66.5K +543 +3%
HP
797
Holistic Planning
Texas
$2.27M -$112K -914 -5%
AIA
798
Accelerate Investment Advisors
California
$2.26M +$26.7K +218 +1%
KFAA
799
Klaas Financial Asset Advisors
Illinois
$2.26M -$95.2K -778 -4%
WAM
800
WealthCare Asset Management
Missouri
$2.24M +$2.26M +18,496 New