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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
PWS
1101
Proactive Wealth Strategies
Georgia
$1.09M +$10.5K +86 +1%
JFA
1102
JNBA Financial Advisors
Minnesota
$1.08M -$18.8K -154 -2%
SIM
1103
Stratos Investment Management
Ohio
$1.08M -$11.4K -93 -1%
FFS
1104
Founders Financial Securities
Maryland
$1.08M +$235K +1,918 +28%
NFP
1105
NorthLanding Financial Partners
New York
$1.08M -$20.6K -168 -2%
MA
1106
MONECO Advisors
Connecticut
$1.08M +$3.43K +28 +0.3%
Russell Investments Group
1107
Russell Investments Group
United Kingdom
$1.08M +$137K +1,120 +15%
7WCP
1108
71 West Capital Partners
Massachusetts
$1.07M +$1.07M +8,708 New
TWC
1109
TD Waterhouse Canada
Ontario, Canada
$1.05M -$42.2K -345 -4%
WPW
1110
Watershed Private Wealth
Illinois
$1.05M
SC
1111
Scotia Capital
Ontario, Canada
$1.05M +$143K +1,165 +16%
CFS
1112
CRA Financial Services
New Jersey
$1.05M +$1.84K +15 +0.2%
4WM
1113
4J Wealth Management
Virginia
$1.04M
BW
1114
Balance Wealth
Ohio
$1.04M -$5.38K -44 -0.5%
CFGW
1115
Chancellor Financial Group WB
Pennsylvania
$1.04M -$48.8K -399 -5%
GD
1116
Grandfield & Dodd
New York
$1.04M +$367 +3 +0%
FWA
1117
FSM Wealth Advisors
Ohio
$1.03M
QP
1118
Quartz Partners
New York
$1.03M +$120K +983 +13%
TFO
1119
Tarbox Family Office
California
$1.03M
BWM
1120
Buska Wealth Management
Wisconsin
$1.03M -$65.5K -535 -6%
DW
1121
Durante & Waters
New York
$1.02M
AFA
1122
American Financial Advisors
Georgia
$1.02M -$23.4K -191 -2%
CFP
1123
Catalyst Financial Partners
Massachusetts
$1.02M -$17.1K -140 -2%
SYBT
1124
Stock Yards Bank & Trust
Kentucky
$1.01M -$17.4K -142 -2%
WWMP
1125
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.01M +$1.01M +8,214 New