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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
WEG
901
World Equity Group
Illinois
$1.72M -$459K -3,749 -21%
SVWAG
902
Sound View Wealth Advisors Group
Georgia
$1.71M
MCM
903
McDonough Capital Management
Florida
$1.71M
AWM
904
Able Wealth Management
New Jersey
$1.71M +$7.1K +58 +0.4%
IA
905
Insight Advisors
Pennsylvania
$1.7M -$13.5K -110 -0.8%
VR
906
Vision Retirement
New Jersey
$1.7M +$1.68M +13,755 New
WPC
907
White Pine Capital
Minnesota
$1.69M -$56.3K -460 -3%
AFW
908
Avantra Family Wealth
Pennsylvania
$1.69M +$3.43K +28 +0.2%
PWM
909
Parkway Wealth Management
Texas
$1.68M +$1.67M +13,641 New
CD
910
Chapin Davis
Maryland
$1.67M +$367 +3 +0%
LWM
911
LongView Wealth Management
Georgia
$1.67M +$330K +2,700 +25%
RFA
912
Resurgent Financial Advisors
Georgia
$1.67M +$40.8K +333 +3%
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$1.67M -$546K -4,461 -25%
WCM
914
Winthrop Capital Management
Indiana
$1.66M -$3.92K -32 -0.2%
SFP
915
Sandbox Financial Partners
Maryland
$1.66M +$7.83K +64 +0.5%
TW
916
TritonPoint Wealth
Maryland
$1.66M +$193K +1,576 +13%
FWA
917
FSC Wealth Advisors
New York
$1.66M -$2.82M -23,018 -63%
BOH
918
Bank of Hawaii
Hawaii
$1.65M
SPF
919
South Plains Financial
Texas
$1.65M
SB
920
Simmons Bank
Arkansas
$1.63M +$18K +147 +1%
GAM
921
Gemmer Asset Management
California
$1.62M +$278K +2,270 +21%
RA
922
Riversedge Advisors
Delaware
$1.61M -$9.55K -78 -0.6%
AF
923
Advisornet Financial
Minnesota
$1.61M -$2.45K -20 -0.2%
SFS
924
Summit Financial Strategies
Ohio
$1.6M +$1.47K +12 +0.1%
BWS
925
Buck Wealth Strategies
Colorado
$1.6M -$493K -4,030 -24%