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iShares S&P 500 Growth ETF

2,066 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 231 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 231 | 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: 1,9332,066 (+133)

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
2,066
Holders Change
+133
Holders Change %
+6.88%
% of All Funds
25.14%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
231
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
CWM
101
Connecticut Wealth Management
Connecticut
$47.5M -$443K -3,622 -0.9%
OIA
102
OneDigital Investment Advisors
Kansas
$47M -$4.85M -39,668 -9%
MOS
103
MGO One Seven
Ohio
$46.6M +$14.2M +115,761 +44%
EWA
104
Encompass Wealth Advisors
Oregon
$46.1M -$509K -4,162 -1%
MPW
105
MA Private Wealth
California
$46M -$2.13M -17,375 -4%
AWA
106
Arkadios Wealth Advisors
Georgia
$46M +$9.94M +81,215 +28%
CA
107
Clearstead Advisors
Ohio
$45.5M +$319K +2,606 +0.7%
LF
108
Lee Financial
Texas
$44.5M -$159K -1,302 -0.4%
FLA
109
Financial Life Advisors
Texas
$43.8M -$1.86M -15,231 -4%
SHJ
110
Sharkey, Howes & Javer
Colorado
$43.5M +$3.08M +25,127 +8%
PSP
111
Principal Street Partners
Tennessee
$43.4M +$37.1K +303 +0.1%
TAP
112
TSG Advice Partners
Ohio
$43.2M +$42.9M +350,318 New
1IA
113
1834 Investment Advisors
Wisconsin
$43.1M -$1.47M -11,988 -3%
CFS
114
CGC Financial Services
Oregon
$41.7M +$303K +2,473 +0.7%
FWMM
115
Foundation Wealth Management (Missouri)
Missouri
$41.5M -$2.14M -17,460 -5%
BB
116
Busey Bank
Illinois
$41.3M -$223K -1,819 -0.5%
LWP
117
LMG Wealth Partners
Louisiana
$41.3M +$95.8K +783 +0.2%
DWM
118
Dynasty Wealth Management
Florida
$41.3M +$2.33M +19,012 +6%
Citigroup
119
Citigroup
New York
$40.3M -$2.02M -16,530 -5%
PWM
120
Praetorian Wealth Management
California
$39.2M -$189K -1,548 -0.5%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$39.2M -$668K -5,454 -2%
GT
122
Greenleaf Trust
Michigan
$39.1M -$2.69M -21,989 -6%
BCI
123
Brinker Capital Investments
Pennsylvania
$39M +$3.42M +27,929 +10%
SWP
124
Sagespring Wealth Partners
Tennessee
$38.2M +$3.28M +26,818 +9%
ANB
125
Amarillo National Bank
Texas
$37.6M -$498K -4,072 -1%