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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
FFG
1026
Fortress Financial Group
Minnesota
$1.26M
USCWA
1027
U.S. Capital Wealth Advisors
Texas
$1.25M -$35.6K -291 -3%
BM
1028
Berman McAleer
Maryland
$1.25M -$119K -974 -9%
CCWM
1029
Cassaday & Co Wealth Management
Virginia
$1.25M
BRPW
1030
Ballast Rock Private Wealth
South Carolina
$1.25M +$1.24M +10,141 New
PWA
1031
Provenance Wealth Advisors
Florida
$1.25M
GSWM
1032
Greenup Street Wealth Management
Michigan
$1.25M -$64.3K -525 -5%
ACS
1033
Archford Capital Strategies
Illinois
$1.24M
ODIJL
1034
One Day In July LLC
Vermont
$1.24M +$245 +2 +0%
BCM
1035
Brasada Capital Management
Texas
$1.23M
CWWM
1036
Curry Webb Wealth Management
Indiana
$1.23M +$1.22M +9,985 New
PSF
1037
Pacific Sun Financial
California
$1.23M +$18.4K +150 +2%
IWM
1038
Iams Wealth Management
Nebraska
$1.22M -$53.7K -439 -4%
LWM
1039
Lakeridge Wealth Management
Ohio
$1.22M -$38.3K -313 -3%
RWM
1040
Rockwood Wealth Management
Pennsylvania
$1.21M
TWM
1041
Thrive Wealth Management
Pennsylvania
$1.21M -$4.28K -35 -0.4%
IA
1042
IFG Advisors
Missouri
$1.21M -$44.1K -360 -4%
LC
1043
LTG Capital
Massachusetts
$1.2M -$48.5K -396 -4%
EC
1044
Eaton-Cambridge
Arizona
$1.2M
RSWA
1045
Robinson Smith Wealth Advisors
Maine
$1.2M
PI
1046
PFG Investments
New York
$1.2M +$23.4K +191 +2%
LWA
1047
Lantern Wealth Advisors
New York
$1.2M +$24.8K +203 +2%
KW
1048
KWB Wealth
California
$1.2M
BBPWM
1049
Blue Bell Private Wealth Management
Pennsylvania
$1.2M +$551K +4,499 +86%
MLL
1050
Moody Lynn & Lieberson
Massachusetts
$1.2M