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iShares S&P 500 Growth ETF

2,067 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 231 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 231 | 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: 1,9342,067 (+133)

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
2,067
Holders Change
+133
Holders Change %
+6.88%
% of All Funds
25.14%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
231
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
PWMAG
1376
Pinnacle Wealth Management Advisory Group
New Jersey
$572K -$21.1K -172 -4%
CSF
1377
Capital Squared Financial
Maryland
$572K +$4.53K +37 +0.8%
AI
1378
Accredited Investors
Minnesota
$572K
CWP
1379
Curated Wealth Partners
California
$570K
LG
1380
LaFleur & Godfrey
Michigan
$570K
NWA
1381
New World Advisors
Massachusetts
$570K +$18.4K +150 +3%
SIG
1382
Spinnaker Investment Group
California
$568K +$56.7K +463 +11%
UW
1383
Unique Wealth
Florida
$567K +$2.08K +17 +0.4%
OCM
1384
One Capital Management
California
$566K
GWA
1385
Gutierrez Wealth Advisory
Arkansas
$564K -$108K -879 -16%
GA
1386
Goldstein Advisors
Wisconsin
$561K -$114K -932 -17%
AIM
1387
Aspen Investment Management
Michigan
$561K +$557K +4,554 New
BAM
1388
BOS Asset Management
Illinois
$561K -$25.1K -205 -4%
FW
1389
Fairway Wealth
Ohio
$558K +$54.1K +442 +11%
JFGLC
1390
Johnson Financial Group LLC (Colorado)
Colorado
$557K +$553K +4,519 New
FI
1391
Financial Insights
Washington
$557K +$96.1K +785 +21%
CWA
1392
Canvas Wealth Advisors
Kansas
$555K -$6.98K -57 -1%
WPA
1393
Wealth Preservation Advisors
Tennessee
$554K
BC
1394
Burney Company
Virginia
$551K +$117K +955 +27%
IWN
1395
Independent Wealth Network
Iowa
$549K +$136K +1,113 +33%
FOR
1396
Family Office Research
Maryland
$549K -$24.5K -200 -4%
BFA
1397
Beaumont Financial Advisors
Massachusetts
$549K -$7.1K -58 -1%
MSFS
1398
Main Street Financial Solutions
Pennsylvania
$548K -$46.9K -383 -8%
T
1399
TrueFG
Texas
$547K
Kayne Anderson Rudnick Investment Management
1400
Kayne Anderson Rudnick Investment Management
California
$547K -$2.57K -21 -0.5%