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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
SFG
1326
Sage Financial Group
Pennsylvania
$630K -$64.3K -525 -9%
PAM
1327
Palisade Asset Management
Minnesota
$629K -$73.4K -600 -11%
BWM
1328
Base Wealth Management
Florida
$629K -$110K -897 -15%
EW
1329
Enzi Wealth
Texas
$628K
SWM
1330
Segment Wealth Management
Texas
$628K
OAM
1331
Oppenheimer Asset Management
New York
$626K -$258K -2,108 -29%
FRA
1332
Front Row Advisors
California
$625K
AWM
1333
Accurate Wealth Management
Florida
$625K -$12.5K -102 -2%
V
1334
VeraBank
Texas
$624K
FM
1335
Family Management
New York
$623K
OCM
1336
Objective Capital Management
Ohio
$623K +$41.1K +336 +7%
SWA
1337
SFMG Wealth Advisors
Texas
$621K +$26.9K +220 +5%
GPA
1338
Garrison Point Advisors
California
$621K +$96K +784 +18%
GWA
1339
Genesis Wealth Advisors
Massachusetts
$617K -$7.34K -60 -1%
G
1340
GenTrust
Florida
$616K
IA
1341
Inspire Advisors
Idaho
$615K +$113K +925 +23%
4WM
1342
49 Wealth Management
Texas
$615K +$13.1K +107 +2%
IA
1343
IFC Advisors
California
$613K -$53.7K -439 -8%
SF
1344
Seros Financial
Arizona
$611K +$122 +1 +0%
CFMC
1345
Curbstone Financial Management Corp
New Hampshire
$610K +$64.9K +530 +12%
SI
1346
Stirlingshire Investments
New York
$608K +$603K +4,930 New
TCOT
1347
Trust Company of Toledo
Ohio
$605K +$4.9K +40 +0.8%
NAAA
1348
New Age Alpha Advisors
New York
$605K +$112K +916 +23%
SIC
1349
Samalin Investment Counsel
New York
$603K +$198K +1,616 +49%
PMFA
1350
Plante Moran Financial Advisors
Michigan
$602K