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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
IPW
1226
Intergy Private Wealth
Colorado
$789K
TI
1227
tru Independence
Oregon
$789K +$245 +2 +0%
AGWCA
1228
Annis Gardner Whiting Capital Advisors
Florida
$789K +$76.9K +628 +11%
BAAM
1229
Baker Avenue Asset Management
California
$787K
CB
1230
Community Bank
New York
$785K
WJWM
1231
Williams Jones Wealth Management
New York
$781K
CWP
1232
Clark Wealth Partners
Illinois
$781K
DWM
1233
Dakota Wealth Management
Florida
$780K +$113K +924 +17%
GIA
1234
Guyasuta Investment Advisors
Pennsylvania
$779K
BTWM
1235
Baker Tilly Wealth Management
Wisconsin
$779K +$193K +1,573 +33%
ICMM
1236
Integrated Capital Management (Michigan)
Michigan
$778K +$857 +7 +0.1%
WA1
1237
Wimmer Associates 1
California
$777K
FT
1238
Fiduciary Trust
Massachusetts
$775K -$398K -3,254 -34%
JSW
1239
Journey Strategic Wealth
New Jersey
$772K -$19.7K -161 -3%
MWA
1240
Monograph Wealth Advisors
California
$771K
MCA
1241
Midwest Capital Advisors
Michigan
$770K +$734 +6 +0.1%
AFG
1242
ABLE Financial Group
Arizona
$770K +$28.3K +231 +4%
CG
1243
Caprock Group
Idaho
$768K -$70.7K -578 -8%
PFA
1244
Pinnacle Family Advisors
Missouri
$767K -$35K -286 -4%
MFP
1245
Meramec Financial Planners
Missouri
$767K +$774K +6,326 New
LEA
1246
Legacy Edge Advisors
New York
$767K +$761K +6,219 New
TA
1247
TFB Advisors
Kansas
$766K -$13.1K -107 -2%
MMPW
1248
Mitchell McLeod Pugh & Williams
Alabama
$766K
LCGC
1249
Legacy Capital Group California
California
$762K +$34.4K +281 +5%
HF
1250
HRT Financial
New York
$762K -$1.01M -8,241 -57%