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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
GWM
1151
GDS Wealth Management
Texas
$944K +$23.1K +189 +3%
SAG
1152
SageView Advisory Group
California
$941K -$143K -1,166 -13%
T
1153
Tidemark
California
$933K -$490 -4 -0.1%
CGPCS
1154
Capital Group Private Client Services
California
$929K -$15.9K -130 -2%
WAM
1155
Wallington Asset Management
Indiana
$929K
CTA
1156
Chesley Taft & Associates
Illinois
$927K +$122 +1 +0%
CBA
1157
Coastal Bridge Advisors
Connecticut
$917K +$367 +3 +0%
BCA
1158
Bay Colony Advisors
Massachusetts
$912K +$167K +1,368 +23%
NCM
1159
NCM Capital Management
New Jersey
$911K +$23.6K +193 +3%
VWM
1160
Verus Wealth Management
Wisconsin
$908K
FNB
1161
Farmers National Bank
Kentucky
$904K
ATFA
1162
All Terrain Financial Advisors
Minnesota
$902K
CANC
1163
Culbertson A N & Co
Virginia
$899K -$9.18K -75 -1%
SJGA
1164
Stephen J. Garry & Associates
New York
$899K -$9.79K -80 -1%
MC
1165
Middleton & Co
Massachusetts
$899K -$30.6K -250 -3%
RF
1166
Rossby Financial
Florida
$897K +$40.4K +330 +5%
MM
1167
Meridian Management
Arkansas
$896K
RMDI
1168
R.M. Davis Inc
Maine
$893K +$22.4K +183 +3%
TCWM
1169
Total Clarity Wealth Management
Illinois
$889K -$37.3K -305 -4%
HCM
1170
HMS Capital Management
Tennessee
$889K -$9.3K -76 -1%
BONH
1171
Bank of New Hampshire
New Hampshire
$883K -$91.2K -745 -9%
QFW
1172
QTR Family Wealth
Florida
$882K -$120K -979 -12%
BC
1173
BDFS Capital
Delaware
$882K +$876K +7,159 New
HIP
1174
HUB Investment Partners
Texas
$882K -$3.79K -31 -0.4%
SPP
1175
Single Point Partners
Massachusetts
$878K -$21.7K -177 -2%