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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
PPA
1076
Pacific Point Advisors
California
$1.13M
SIAM
1077
Sterling Investment Advisors (Missouri)
Missouri
$1.13M -$50.7K -414 -4%
RG
1078
RHL Group
Michigan
$1.13M +$1.12M +9,141 New
BI
1079
Breachway Investments
Rhode Island
$1.12M +$1.12M +9,118 New
TWA
1080
Talisman Wealth Advisors
New Jersey
$1.12M +$166K +1,355 +18%
FNT
1081
First Nebraska Trust
Nebraska
$1.12M -$214K -1,750 -16%
Qube Research & Technologies (QRT)
1082
Qube Research & Technologies (QRT)
United Kingdom
$1.12M -$761K -6,221 -41%
KPWG
1083
KFA Private Wealth Group
Virginia
$1.12M +$206K +1,681 +23%
VP
1084
Verum Partners
North Carolina
$1.12M -$11.3K -92 -1%
FWM
1085
FFT Wealth Management
Pennsylvania
$1.12M -$197K -1,607 -15%
LWCFA
1086
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.11M
GPFA
1087
Game Plan Financial Advisors
Ohio
$1.11M
HAG
1088
HighPoint Advisor Group
Illinois
$1.11M +$1.1M +9,018 New
PFA
1089
Pure Financial Advisors
California
$1.11M +$83.7K +684 +8%
AWA
1090
Aaron Wealth Advisors
Illinois
$1.11M
HH
1091
Hilltop Holdings
Texas
$1.11M -$22.2K -181 -2%
VA
1092
Vident Advisory
Georgia
$1.11M -$54.7K -447 -5%
MWA
1093
MN Wealth Advisors
Kansas
$1.11M +$30.1K +246 +3%
NCM
1094
Neumann Capital Management
California
$1.1M
MI
1095
Moneywise Inc
Virginia
$1.1M -$22.9K -187 -2%
MAMG
1096
Milestone Asset Management Group
Connecticut
$1.1M -$15.5K -127 -1%
LAS
1097
Lloyd Advisory Services
Georgia
$1.1M +$154K +1,255 +16%
RMCM
1098
Reynders McVeigh Capital Management
Massachusetts
$1.1M
SFMG
1099
Sage Financial Management Group
Virginia
$1.09M -$11.4K -93 -1%
AWM
1100
Atticus Wealth Management
Florida
$1.09M +$12.4K +101 +1%