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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
BC
851
Bowman & Company
Wisconsin
$1.97M -$99K -809 -5%
PIA
852
Perennial Investment Advisors
California
$1.97M -$65.2K -533 -3%
TWCA
853
Two West Capital Advisors
Kansas
$1.97M +$108K +881 +6%
STA
854
Summit Trail Advisors
New York
$1.96M -$297K -2,428 -13%
SWA
855
Strategies Wealth Advisors
Michigan
$1.96M -$85.4K -698 -4%
SWM
856
Sendero Wealth Management
Texas
$1.96M +$367 +3 +0%
VPIM
857
Vanguard Personalized Indexing Management
California
$1.96M -$79.8K -652 -4%
Empower Advisory Group
858
Empower Advisory Group
Colorado
$1.95M +$386K +3,153 +25%
PB
859
Pinnacle Bancorp
Nebraska
$1.95M +$4.53K +37 +0.2%
MWP
860
Madison Wealth Partners
Wisconsin
$1.95M +$1.15M +9,384 +146%
WS
861
Wedbush Securities
California
$1.93M +$89.1K +728 +5%
Neuberger Berman Group
862
Neuberger Berman Group
New York
$1.93M +$621K +5,074 +48%
Deutsche Bank
863
Deutsche Bank
Germany
$1.93M +$290K +2,367 +18%
AWM
864
Aprio Wealth Management
Georgia
$1.92M -$67.6K -552 -3%
GWM
865
GSB Wealth Management
Connecticut
$1.92M +$19.6K +160 +1%
TW
866
Towerpoint Wealth
California
$1.92M +$29.3K +239 +2%
APC
867
Aspire Private Capital
North Carolina
$1.92M -$342K -2,795 -15%
LA
868
Legacy Advisors
Pennsylvania
$1.92M
ES
869
Eagle Strategies
New York
$1.92M
S
870
SignatureFD
Georgia
$1.9M +$252K +2,058 +15%
CPIG
871
Chicago Partners Investment Group
Illinois
$1.9M +$153K +1,252 +9%
BCM
872
Becker Capital Management
Oregon
$1.89M -$553K -4,519 -23%
GS
873
GTS Securities
New York
$1.87M -$169K -1,381 -8%
ZF
874
Zhang Financial
Michigan
$1.87M -$73.3K -599 -4%
HKIMG
875
Hutchens & Kramer Investment Management Group
Indiana
$1.86M -$49.6K -405 -3%