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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
RCM
801
Raleigh Capital Management
North Carolina
$2.24M +$85.4K +698 +4%
FLPIM
802
F.L. Putnam Investment Management
Massachusetts
$2.23M +$169K +1,381 +8%
CWS
803
Confluence Wealth Services
Pennsylvania
$2.22M -$50.2K -410 -2%
FCFC
804
First Commonwealth Financial Corp
Pennsylvania
$2.22M -$10.6K -87 -0.5%
HFS
805
Hopwood Financial Services
Virginia
$2.21M -$3.06K -25 -0.1%
UAG
806
United Advisor Group
Ohio
$2.2M +$1.55M +12,702 +246%
UWPG
807
Ullmann Wealth Partners Group
Florida
$2.19M
B
808
Bensler
Washington
$2.19M -$305K -2,489 -12%
HPC
809
HM Payson & Co
Maine
$2.19M -$26.9K -220 -1%
Kovitz Investment Group Partners
810
Kovitz Investment Group Partners
Illinois
$2.19M -$107M -874,829 -98%
FCA
811
Fortis Capital Advisors
Kansas
$2.19M -$52.1K -426 -2%
EWA
812
Emergent Wealth Advisors
New York
$2.18M -$181K -1,481 -8%
MSA
813
Marino Stram & Associates
Massachusetts
$2.17M -$41.7K -341 -2%
IWMO
814
Integrated Wealth Management (Ohio)
Ohio
$2.17M +$2.15M +17,602 New
PP
815
Prudential plc
United Kingdom
$2.17M +$1.87M +15,300 +665%
VW
816
Vantus Wealth
Pennsylvania
$2.17M +$2.15M +17,566 New
TLFA
817
True Link Financial Advisors
California
$2.16M -$429K -3,505 -17%
EW
818
Expressive Wealth
Illinois
$2.16M +$2.14M +17,526 New
MWM
819
Madrid Wealth Management
New Mexico
$2.16M +$2.14M +17,520 New
MCM
820
Manchester Capital Management
Vermont
$2.16M
TWP
821
Tempus Wealth Planning
California
$2.15M +$41.1K +336 +2%
HBW
822
Hazlett, Burt & Watson
West Virginia
$2.15M +$293K +2,396 +16%
HFS
823
Heritage Financial Services
Massachusetts
$2.12M -$167K -1,366 -7%
AC
824
AWM Capital
Arizona
$2.11M +$734 +6 +0%
IMC
825
Investment Management Corporation
Virginia
$2.11M -$18.6K -152 -0.9%