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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
QWM
1301
Quadcap Wealth Management
Texas
$653K -$1.1K -9 -0.2%
GC
1302
Garde Capital
Washington
$653K -$345K -2,818 -35%
BWM
1303
BCGM Wealth Management
Indiana
$652K -$27K -221 -4%
OHIS
1304
Oak Harvest Investment Services
Texas
$651K +$367 +3 +0.1%
Bank of Nova Scotia
1305
Bank of Nova Scotia
Ontario, Canada
$651K
RSA
1306
River Street Advisors
Illinois
$651K -$91.8K -750 -12%
ONST
1307
Old North State Trust
North Carolina
$649K
CP
1308
Clarendon Private
Massachusetts
$647K +$734 +6 +0.1%
BHWM
1309
Bar Harbor Wealth Management
New Hampshire
$646K -$159K -1,302 -20%
OPWM
1310
Oakwell Private Wealth Management
Texas
$646K
KCM
1311
KRS Capital Management
Michigan
$644K
EIA
1312
Eldridge Investment Advisors
New Hampshire
$641K
WCM
1313
WealthBridge Capital Management
Ohio
$641K +$20.3K +166 +3%
SEM
1314
Strategic Equity Management
Arizona
$640K -$6.61K -54 -1%
UCB
1315
United Community Bank
South Carolina
$639K -$1.22K -10 -0.2%
ET
1316
Equitable Trust
Tennessee
$638K -$248K -2,027 -28%
OWA
1317
Oak Wealth Advisors
Illinois
$638K
AAS
1318
Annex Advisory Services
Wisconsin
$637K +$82.2K +672 +15%
CMP
1319
Courage Miller Partners
Virginia
$637K -$10.2K -83 -2%
GLR
1320
Great Lakes Retirement
Ohio
$636K +$631K +5,159 New
CAG
1321
Curtis Advisory Group
California
$633K -$4.9K -40 -0.8%
BAMG
1322
Brand Asset Management Group
Missouri
$633K +$82.9K +677 +15%
PL
1323
Parthenon LLC
Kentucky
$633K
PCI
1324
Planning Center Inc
Illinois
$633K
PPP
1325
Prism Planning Partners
Illinois
$630K +$626K +5,113 New