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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
NB
1251
NBT Bank
New York
$761K +$16.2K +132 +2%
CA
1252
CGN Advisors
Kansas
$760K
C
1253
Certuity
Florida
$755K
FWM
1254
FLP Wealth Management
Arkansas
$755K +$161K +1,316 +27%
BC
1255
Brio Consultants
California
$754K -$14.7K -120 -2%
JAG
1256
Journey Advisory Group
Kentucky
$753K -$5.51K -45 -0.7%
SW
1257
SkyOak Wealth
Michigan
$752K -$20.8K -170 -3%
SWIA
1258
Solano Wealth Investment Advisors
California
$752K
CGFA
1259
Colton Groome Financial Advisors
North Carolina
$746K -$7.47K -61 -1%
KP
1260
Keel Point
Alabama
$745K +$740K +6,046 New
FEM
1261
Fulcrum Equity Management
Texas
$744K -$24.2K -198 -3%
BFG
1262
Berger Financial Group
Minnesota
$740K +$5.63K +46 +0.8%
FHA
1263
Flagship Harbor Advisors
Massachusetts
$738K +$3.79K +31 +0.5%
CIA
1264
Cape Investment Advisory
Georgia
$736K +$125K +1,020 +21%
VC
1265
Vicus Capital
Pennsylvania
$736K +$120K +979 +20%
BFS
1266
Bare Financial Services
Pennsylvania
$734K -$225K -1,835 -24%
RI
1267
Rinkey Investments
California
$731K -$36.3K -297 -5%
W
1268
Wealthquest
Ohio
$731K +$726K +5,931 New
NAS
1269
NWF Advisory Services
California
$730K +$80.7K +659 +13%
Tudor Investment Corp
1270
Tudor Investment Corp
Connecticut
$727K -$5.02M -40,981 -87%
CPC
1271
Consolidated Planning Corp
Georgia
$715K +$139K +1,132 +24%
BWM
1272
BAM Wealth Management
Colorado
$713K -$9.55K -78 -1%
VFS
1273
Valpey Financial Services
New Hampshire
$712K -$19.8K -162 -3%
Victory Capital Management
1274
Victory Capital Management
Texas
$710K +$464K +3,791 +192%
DE
1275
Diversified Enterprises
Delaware
$710K -$6K -49 -0.8%