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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
MAWA
976
Moss Adams Wealth Advisors
Washington
$1.41M
FFG
977
Frisch Financial Group
New York
$1.41M +$627K +5,124 +81%
CFA
978
Churchill Financial Advisors
Kentucky
$1.4M +$1.39M +11,378 New
RIL
979
Rothschild Investment LLC
Illinois
$1.4M -$97.7K -798 -7%
MAM
980
MMA Asset Management
Pennsylvania
$1.4M -$1.22K -10 -0.1%
KF
981
Krilogy Financial
Missouri
$1.4M -$49.3K -403 -3%
BBWP
982
Beacon Bridge Wealth Partners
Pennsylvania
$1.4M -$19.7K -161 -1%
PWA
983
Pitcairn Wealth Advisors
Pennsylvania
$1.39M +$1.39M +11,317 New
FPW
984
Flagship Private Wealth
Massachusetts
$1.39M +$6.98K +57 +0.5%
CRFG
985
Columbia River Financial Group
Washington
$1.38M -$17.3K -141 -1%
GG
986
Greenwood Gearhart
Arkansas
$1.38M -$122K -996 -8%
FWCM
987
Ferguson Wellman Capital Management
Oregon
$1.37M +$264K +2,156 +24%
FMTC
988
Farmers & Merchants Trust Company
California
$1.36M -$20.6K -168 -1%
CWM
989
C2C Wealth Management
Arizona
$1.36M -$18.6K -152 -1%
CWP
990
CFM Wealth Partners
Texas
$1.36M -$61.3K -501 -4%
CA
991
Continuum Advisory
Idaho
$1.35M +$164K +1,337 +14%
FNBSF
992
First National Bank Sioux Falls
South Dakota
$1.35M
CA
993
Crewe Advisors
Utah
$1.34M +$689K +5,630 +107%
TFG
994
Taylor Financial Group
Virginia
$1.34M
GC
995
GatePass Capital
Ohio
$1.34M +$372K +3,043 +39%
FWI
996
Facet Wealth Inc
Maryland
$1.34M +$98.4K +804 +8%
OPWM
997
Oxinas Partners Wealth Management
Indiana
$1.34M -$78.9K -645 -6%
APW
998
Aurora Private Wealth
New Jersey
$1.34M +$1.33M +10,844 New
EAN
999
Excelsior Advisor Network
Colorado
$1.33M +$1.32M +10,810 New
ITB
1000
Idaho Trust Bank
Idaho
$1.33M -$106K -870 -7%