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iShares S&P 500 Growth ETF

2,068 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 232 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 232 | 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: 1,9342,068 (+134)

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
2,068
Holders Change
+134
Holders Change %
+6.93%
% of All Funds
25.15%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
232
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
MA
951
MKT Advisors
California
$1.49M
IB
952
Intrust Bank
Kansas
$1.49M -$1.3M -10,609 -47%
GA
953
Greenspring Advisors
Maryland
$1.48M +$1.27M +10,364 +617%
CP
954
Canopy Partners
Ohio
$1.48M
AIA
955
Arcadia Investment Advisors
Idaho
$1.48M -$14.9K -122 -1%
1SB
956
1ST Source Bank
Indiana
$1.47M -$339K -2,767 -19%
WB
957
WesBanco Bank
West Virginia
$1.47M -$111K -911 -7%
FI
958
FWG Investments
Kentucky
$1.47M +$250K +2,044 +21%
VPF
959
Vantage Point Financial
Illinois
$1.47M +$852K +6,958 +141%
BWP
960
Balboa Wealth Partners
Arizona
$1.47M -$14.9K -122 -1%
IIC
961
Integrated Investment Consultants
Michigan
$1.46M -$284K -2,320 -16%
TIA
962
Tiemann Investment Advisors
California
$1.46M +$8.57K +70 +0.6%
AFG
963
Albion Financial Group
Utah
$1.46M -$41.9K -342 -3%
TTWM
964
TCV Trust & Wealth Management
Virginia
$1.45M
SWA
965
Sax Wealth Advisors
New Jersey
$1.45M -$649K -5,300 -31%
FF
966
Friday Financial
Iowa
$1.45M
LA
967
Lifeworks Advisors
Michigan
$1.44M +$153K +1,247 +12%
LA
968
Latitude Advisors
Florida
$1.44M +$90.2K +737 +7%
DAS
969
Daybright Advisory Services
Florida
$1.44M +$1.43M +11,644 New
TYCC
970
Texas Yale Capital Corp
Florida
$1.43M
SWP
971
Semus Wealth Partners
Florida
$1.43M +$59.1K +483 +4%
SWM
972
SK Wealth Management
Rhode Island
$1.43M -$39.3K -321 -3%
KIG
973
Kessler Investment Group
Indiana
$1.43M -$84.2K -688 -6%
LF
974
LifeSteps Financial
California
$1.42M -$9.42K -77 -0.7%
GS
975
GWN Securities
Florida
$1.42M +$215K +1,760 +18%