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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
AP
1051
Americana Partners
Texas
$1.18M -$6.85K -56 -0.6%
CFG
1052
Clayton Financial Group
Missouri
$1.18M +$416K +3,402 +55%
RA
1053
RFG Advisory
Alabama
$1.18M -$59.5K -486 -5%
JSSH
1054
J. Safra Sarasin Holding
$1.18M
PFBT
1055
Parkside Financial Bank & Trust
Missouri
$1.18M -$79.1K -646 -6%
CPA
1056
Capital Planning Advisors
California
$1.17M
EAM
1057
Empirical Asset Management
Massachusetts
$1.17M -$66K -539 -5%
GFA
1058
Gallagher Fiduciary Advisors
Illinois
$1.17M +$22.5K +184 +2%
IIC
1059
Ironwood Investment Counsel
Arizona
$1.16M +$31.5K +257 +3%
GJWM
1060
Gilliland Jeter Wealth Management
Arkansas
$1.16M +$221K +1,802 +24%
OC
1061
Oakworth Capital
Alabama
$1.16M -$65.8K -538 -5%
CB
1062
CNB Bank
Pennsylvania
$1.16M
JWBC
1063
J.W. Burns & Co
New York
$1.16M +$50.1K +409 +5%
BFG
1064
Beacon Financial Group
Texas
$1.15M -$16.5K -135 -1%
LWPC
1065
Legacy Wealth Partners (Colorado)
Colorado
$1.15M +$1.15M +9,358 New
SHA
1066
Seneca House Advisors
Virginia
$1.15M -$20.1K -164 -2%
WPC
1067
Wedmont Private Capital
Pennsylvania
$1.15M -$61.4K -502 -5%
ACIM
1068
Azimuth Capital Investment Management
Michigan
$1.15M -$46.9K -383 -4%
CWA
1069
Consilio Wealth Advisors
Washington
$1.15M
PBF
1070
Petix & Botte Financial
California
$1.15M -$33.8K -276 -3%
CIC
1071
Chilton Investment Company
Connecticut
$1.14M
MA
1072
Montag & Associates
Georgia
$1.14M
AWMNH
1073
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.14M +$4.53K +37 +0.4%
CGA
1074
Crescent Grove Advisors
Illinois
$1.14M -$4.9K -40 -0.4%
BIA
1075
Beacon Investment Advisors
Maryland
$1.13M