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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
PWCM
1126
Processus Wealth & Capital Management
Tennessee
$1.01M -$17.5K -143 -2%
EWM
1127
Evolution Wealth Management
Florida
$1.01M +$370K +3,023 +58%
CIA
1128
Capital Investment Advisors
Georgia
$1.01M +$37.8K +309 +4%
AF
1129
Apollon Financial
South Carolina
$1.01M +$148K +1,211 +17%
FDCDDQ
1130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1M -$44.2K -361 -4%
SIC
1131
Salem Investment Counselors
North Carolina
$1M -$273K -2,229 -22%
FDCP
1132
Foster Dykema Cabot & Partners
Massachusetts
$991K
BOS
1133
Bank of Stockton
California
$989K -$185K -1,515 -16%
SKK
1134
Shepherd Kaplan Krochuk
Massachusetts
$979K +$122 +1 +0%
MCWS
1135
McKinley Carter Wealth Services
West Virginia
$972K -$63.9K -522 -6%
WG
1136
Welch Group
Alabama
$971K -$37.2K -304 -4%
NG
1137
Norden Group
Utah
$970K -$1.19M -9,745 -55%
CHC
1138
City Holding Co
West Virginia
$969K -$90.4K -739 -9%
FNBTCON
1139
First National Bank & Trust Co of Newtown
Pennsylvania
$969K +$12.2K +100 +1%
OWA
1140
Opal Wealth Advisors
New York
$967K +$228K +1,860 +31%
FPGK
1141
Financial Partners Group (Kansas)
Kansas
$966K -$13.2K -108 -1%
SIC
1142
Sigma Investment Counselors
Michigan
$961K -$62.7K -512 -6%
ECA
1143
Elevated Capital Advisors
Utah
$960K -$33.7K -275 -3%
WF
1144
Welch & Forbes
Massachusetts
$957K +$9.55K +78 +1%
KWM
1145
KRM Wealth Management
Nevada
$955K +$948K +7,748 New
FCP
1146
Fidelis Capital Partners
Florida
$955K +$13.7K +112 +1%
MCM
1147
MidAtlantic Capital Management
Virginia
$955K -$334K -2,732 -26%
B
1148
Bedminster
South Carolina
$954K +$947K +7,736 New
BWM
1149
BCS Wealth Management
Tennessee
$952K +$473K +3,863 +100%
AIA
1150
Arbor Investment Advisors
North Carolina
$947K