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iShares S&P 500 Growth ETF

2,066 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: 1,9332,066 (+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
2,066
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
SWM
76
SilverOak Wealth Management
Minnesota
$70.3M -$1.35M -11,007 -2%
WIA
77
World Investment Advisors
California
$65.4M -$24.4M -199,082 -27%
UFF
78
USA Financial Formulas
Michigan
$64.6M -$2.83M -23,153 -4%
AF
79
Allworth Financial
California
$64.5M -$886K -7,239 -1%
NSIM
80
North Star Investment Management
Illinois
$63.9M -$49.3K -403 -0.1%
Cerity Partners
81
Cerity Partners
New York
$63.8M +$28.2M +230,633 +80%
AI
82
Atria Investments
North Carolina
$63.4M +$6.98M +57,025 +12%
WA
83
Waverly Advisors
Alabama
$60.1M +$3.13M +25,602 +6%
PA
84
Probity Advisors
Texas
$59.9M -$1.82M -14,905 -3%
APW
85
Austin Private Wealth
Texas
$59.5M +$497K +4,058 +0.8%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$59.1M +$173K +1,413 +0.3%
SCM
87
SCS Capital Management
Massachusetts
$58.2M -$3.26M -26,650 -5%
CW
88
CreativeOne Wealth
Kansas
$57.9M +$816K +6,669 +1%
IA
89
IFP Advisors
Florida
$57.7M +$7.75M +63,352 +16%
CIA
90
Concurrent Investment Advisors
Florida
$55.8M +$17.2M +140,392 +45%
WWG
91
West Wealth Group
California
$54.2M +$2.26M +18,499 +4%
PS
92
Principal Securities
Iowa
$53.6M +$2.02M +16,531 +4%
SPC
93
Sigma Planning Corp
Michigan
$53.5M +$344K +2,811 +0.7%
IWA
94
Icon Wealth Advisors
Texas
$53.3M +$1.98M +16,181 +4%
P
95
&Partners
Tennessee
$53.3M +$3.79M +30,981 +8%
CL
96
Choreo LLC
Illinois
$52.2M -$1.46M -11,928 -3%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$51.4M +$9.54M +77,974 +23%
SWP
98
Stratos Wealth Partners
Ohio
$50.9M +$1.27M +10,366 +3%
BF
99
BOK Financial
Oklahoma
$47.8M +$8.66M +70,771 +22%
FFA
100
Farther Finance Advisors
California
$47.6M +$11.4M +93,161 +32%