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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
CFA
1276
CWS Financial Advisors
Michigan
$706K +$245 +2 +0%
TIM
1277
Tortoise Investment Management
New York
$705K +$367 +3 +0.1%
AF
1278
ASL Financial
California
$704K +$699K +5,710 New
BPC
1279
Bearing Point Capital
Minnesota
$702K
PL
1280
Plancorp LLC
Missouri
$701K
CPSAC
1281
Chas P. Smith & Associates (CPS)
Florida
$701K +$317K +2,590 +84%
AWA
1282
Amplius Wealth Advisors
Pennsylvania
$695K +$612 +5 +0.1%
WCP
1283
Wick Capital Partners
Pennsylvania
$694K -$22.3K -182 -3%
CCA
1284
Conservest Capital Advisors
Pennsylvania
$690K
WFAG
1285
Worth Financial Advisory Group
North Carolina
$689K +$9.42K +77 +1%
DI
1286
Disciplined Investments
Oklahoma
$688K -$38.7K -316 -5%
LWANC
1287
Laurel Wealth Advisors (North Carolina)
North Carolina
$686K -$70.6K -577 -9%
LJAC
1288
L.J. Altfest & Co
New York
$686K
TFO
1289
Timonier Family Office
North Carolina
$682K
SCA
1290
STALEY CAPITAL ADVISERS
Pennsylvania
$682K
FB
1291
Fulton Bank
Pennsylvania
$682K -$54.7K -447 -7%
PW
1292
PUREfi Wealth
Massachusetts
$681K +$6K +49 +0.9%
OWA
1293
ORBA Wealth Advisors
Illinois
$675K
EP
1294
Edgestream Partners
New Jersey
$667K -$234K -1,913 -26%
DFG
1295
Dynamic Financial Group
Iowa
$664K +$367 +3 +0.1%
BOPW
1296
Brandywine Oak Private Wealth
Pennsylvania
$664K -$17K -139 -3%
GCA
1297
Gradient Capital Advisors
California
$660K
SW
1298
SMART Wealth
Nebraska
$658K +$211K +1,726 +48%
PWP
1299
Principle Wealth Partners
Connecticut
$656K
OC
1300
Oarsman Capital
Wisconsin
$654K +$293K +2,391 +82%