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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
FA
876
Fedenia Advisers
Wisconsin
$1.86M +$121K +990 +7%
FA
877
Fiducient Advisors
Illinois
$1.85M -$19.7K -161 -1%
VAM
878
Verity Asset Management
North Carolina
$1.85M -$1.67M -13,664 -48%
TFA
879
Transamerica Financial Advisors
Florida
$1.84M +$790K +6,455 +76%
BFS
880
Burkett Financial Services
South Carolina
$1.84M -$211K -1,728 -10%
CAM
881
Clarity Asset Management
Iowa
$1.84M +$2.57K +21 +0.1%
HCMG
882
Howard Capital Management Group
California
$1.82M -$6.12K -50 -0.3%
SIM
883
Synergy Investment Management
Florida
$1.82M +$293K +2,394 +19%
Betterment LLC
884
Betterment LLC
New York
$1.82M +$311K +2,543 +21%
WP
885
Westmount Partners
California
$1.81M +$490 +4 +0%
Susquehanna International Group
886
Susquehanna International Group
Pennsylvania
$1.8M -$9.65M -78,844 -84%
CWMK
887
Caliber Wealth Management (Kansas)
Kansas
$1.8M +$115K +939 +7%
BP
888
BBR Partners
New York
$1.8M +$57.8K +472 +3%
AA
889
Argent Advisors
Louisiana
$1.79M +$115K +937 +7%
LGW
890
Leslie Global Wealth
Illinois
$1.79M +$1.09M +8,924 +159%
AWM
891
Axxcess Wealth Management
California
$1.78M -$61.3K -501 -3%
IAS
892
Insigneo Advisory Services
Florida
$1.78M +$437K +3,574 +33%
HCMT
893
Highland Capital Management (Tennessee)
Tennessee
$1.77M -$4.41K -36 -0.2%
AWM
894
Angeles Wealth Management
California
$1.77M +$673K +5,495 +62%
CSPIA
895
Cary Street Partners Investment Advisory
Virginia
$1.77M +$866K +7,077 +97%
MWM
896
Maripau Wealth Management
Indiana
$1.76M -$37.2K -304 -2%
IWA
897
Inspirion Wealth Advisors
Illinois
$1.75M -$89.8K -734 -5%
CA
898
Cornerstone Advisory
Maryland
$1.74M -$9.18K -75 -0.5%
PIM
899
Progressive Investment Management
Oregon
$1.73M
CTC
900
Central Trust Company
Missouri
$1.72M -$89.1K -728 -5%