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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
MCM
1201
Mainstream Capital Management
California
$846K -$64.7K -529 -7%
GWA
1202
Geometric Wealth Advisors
District of Columbia
$842K
MWM
1203
Meridian Wealth Management
Kentucky
$837K -$23.9K -195 -3%
CWM
1204
Castle Wealth Management
Florida
$834K
NRC
1205
New Republic Capital
North Carolina
$833K +$201K +1,642 +32%
OPW
1206
Oxler Private Wealth
New York
$833K +$734 +6 +0.1%
ACA
1207
Affinity Capital Advisors
California
$829K +$49.9K +408 +6%
WCG
1208
Weaver Consulting Group
California
$825K -$30.4K -248 -4%
FCB
1209
First County Bank
Connecticut
$822K
EFG
1210
Everhart Financial Group
Ohio
$813K +$35.9K +293 +5%
IAA
1211
Independent Advisor Alliance
North Carolina
$813K +$340K +2,778 +73%
CA
1212
Claro Advisors
Massachusetts
$813K -$26.2K -214 -3%
SAM
1213
Strategy Asset Managers
California
$810K +$574K +4,688 +249%
KIM
1214
Kestra Investment Management
Texas
$809K -$16.6K -136 -2%
PNC
1215
Park National Corp
Ohio
$806K
EPW
1216
Evergreen Private Wealth
Colorado
$806K -$54.6K -446 -6%
GFM
1217
GEN Financial Management
Minnesota
$806K -$4.16K -34 -0.5%
PMG
1218
ProVise Management Group
Florida
$804K -$7.96K -65 -1%
EWM
1219
Elevation Wealth Management
Minnesota
$801K +$796K +6,502 New
DCM
1220
Dimension Capital Management
Florida
$800K
HA
1221
Huntleigh Advisors
Missouri
$800K -$13.2K -108 -2%
AWM
1222
Aureum Wealth Management
Florida
$799K +$793K +6,483 New
PEWA
1223
Pacific Excel Wealth Advisors
California
$795K +$790K +6,453 New
WIC
1224
Woodmont Investment Counsel
Tennessee
$790K -$15.1K -123 -2%
OWMIAS
1225
One Wealth Management Investment & Advisory Services
Florida
$790K -$8.69K -71 -1%