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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
CFG
1001
Cooper Financial Group
California
$1.33M -$131K -1,068 -9%
LSIA
1002
LaSalle St. Investment Advisors
Illinois
$1.32M -$35.9K -293 -3%
HCM
1003
Hollencrest Capital Management
California
$1.31M
SWM
1004
Stockman Wealth Management
Montana
$1.31M -$8.32K -68 -0.6%
SCTC
1005
Sanibel Captiva Trust Company
Florida
$1.31M -$42.8K -350 -3%
OFP
1006
OFC Financial Planning
New Jersey
$1.31M
PWMG
1007
Private Wealth Management Group
New Jersey
$1.3M +$96K +784 +8%
GKWIM
1008
Gerber Kawasaki Wealth & Investment Management
California
$1.29M -$140K -1,147 -10%
SA
1009
Sonoma Allocations
California
$1.29M -$2.57K -21 -0.2%
FNT
1010
First National Trust
Pennsylvania
$1.29M
RDFA
1011
Ritter Daniher Financial Advisory
Ohio
$1.29M
TPW
1012
TL Private Wealth
Texas
$1.28M +$65.1K +532 +5%
Winslow Capital Management
1013
Winslow Capital Management
Minnesota
$1.28M +$1.27M +10,414 New
CCMG
1014
Clark Capital Management Group
Pennsylvania
$1.28M +$410K +3,348 +48%
BIG
1015
Brookwood Investment Group
Arizona
$1.28M -$2.2K -18 -0.2%
PCM
1016
Pennsylvania Capital Management
Pennsylvania
$1.28M
FWM
1017
Focused Wealth Management
New York
$1.27M -$83.8K -685 -6%
EWA
1018
Evolution Wealth Advisors
Florida
$1.27M +$8.57K +70 +0.7%
SMA
1019
Sage Mountain Advisors
Georgia
$1.27M
TF
1020
Tompkins Financial
New York
$1.26M -$263K -2,150 -17%
FAM
1021
Forte Asset Management
New York
$1.26M
MG
1022
McHugh Group
Ohio
$1.26M
FAM
1023
Formidable Asset Management
Ohio
$1.26M -$1.47K -12 -0.1%
BF
1024
Blankinship & Foster
California
$1.26M -$84.4K -690 -6%
USB
1025
Union Savings Bank
Connecticut
$1.26M +$1.25M +10,219 New