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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
HIS
826
Harvest Investment Services
Illinois
$2.09M -$101K -824 -5%
MSWMA
827
Market Street Wealth Management Advisors
Indiana
$2.09M
AIS
828
American Investment Services
Massachusetts
$2.07M -$254K -2,078 -11%
FCAS
829
First Command Advisory Services
Texas
$2.06M
ESB
830
Essex Savings Bank
Connecticut
$2.05M -$9.91K -81 -0.5%
WETS
831
Wealth Enhancement Trust Services
South Dakota
$2.05M +$2.04M +16,644 New
SPWG
832
Syntegra Private Wealth Group
Missouri
$2.04M -$4.65K -38 -0.2%
HA
833
Helium Advisors
Washington
$2.04M -$30K -245 -1%
MSWM
834
McGlone Suttner Wealth Management
Wisconsin
$2.03M -$1.47K -12 -0.1%
DWMS
835
Dominguez Wealth Management Solutions
Virginia
$2.03M +$32.7K +267 +2%
RW
836
REDW Wealth
New Mexico
$2.03M
HIM
837
Hanlon Investment Management
New Jersey
$2.03M -$65.2K -533 -3%
VVP
838
Venture Visionary Partners
Ohio
$2.03M -$36.8K -301 -2%
FF
839
Finley Financial
Nevada
$2.02M
CAG
840
Crestwood Advisors Group
Massachusetts
$2.02M -$125K -1,021 -6%
RIS
841
Richmond Investment Services
Wisconsin
$2.02M +$119K +974 +6%
OAS
842
Optivise Advisory Services
Tennessee
$2.01M -$152K -1,240 -7%
ACI
843
Alpha Cubed Investments
California
$2.01M +$84K +686 +4%
BFS
844
Bradley Foster & Sargent
Connecticut
$2.01M -$50.9K -416 -2%
SW
845
SlateStone Wealth
Florida
$2M +$27.5K +225 +1%
NLP
846
Next Level Private
New York
$2M -$14.3K -117 -0.7%
PPW
847
PACK Private Wealth
Minnesota
$2M -$80.7K -659 -4%
FCFC
848
First Citizens Financial Corp
Iowa
$2M -$122K -997 -6%
PWM
849
Partners Wealth Management
California
$2M -$3.3K -27 -0.2%
AWMI
850
Aegis Wealth Management (Iowa)
Iowa
$1.99M +$1.98M +16,178 New