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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
MAM
1401
MWA Asset Management
Massachusetts
$544K -$33.9K -277 -6%
SCM
1402
SB Capital Management
California
$544K +$540K +4,414 New
BWM
1403
Brown Wealth Management
Illinois
$544K -$367 -3 -0.1%
EPM
1404
Elm Partners Management
Pennsylvania
$543K +$612 +5 +0.1%
GT
1405
GreatBanc Trust
Illinois
$542K -$24.5K -200 -4%
WA
1406
Wealthstar Advisors
Texas
$542K -$1.59K -13 -0.3%
IP
1407
Indivisible Partners
Florida
$541K +$538K +4,393 New
VCM
1408
Versant Capital Management
Arizona
$541K
RZH
1409
Relyea Zuckerberg Hanson
Connecticut
$539K
FWWM
1410
Fiscal Wisdom Wealth Management
Connecticut
$537K +$116K +944 +28%
CCM
1411
Condor Capital Management
New Jersey
$536K -$4.9K -40 -0.9%
MNA
1412
Manning & Napier Advisors
New York
$535K -$74.2K -606 -12%
BPWM
1413
Badgley Phelps Wealth Managers
Washington
$535K -$359K -2,936 -40%
VWA
1414
Visionary Wealth Advisors
Illinois
$534K -$47.9K -391 -8%
STCOSD
1415
Sageworth Trust Company of South Dakota
South Dakota
$534K -$303K -2,474 -36%
TA
1416
TrueWealth Advisors
Alabama
$532K +$31K +253 +6%
LB
1417
Legacy Bridge
Iowa
$531K
PP
1418
Patten & Patten
Tennessee
$529K +$6.98K +57 +1%
BO
1419
Bank OZK
Arkansas
$527K
HCWM
1420
Hidden Cove Wealth Management
Washington
$524K -$4.9K -40 -0.9%
HHWM
1421
Hiley Hunt Wealth Management
Nebraska
$521K -$225K -1,835 -30%
NEWAS
1422
N.E.W. Advisory Services
Wisconsin
$520K
OCFG
1423
O'Connor Financial Group
Illinois
$520K -$59.5K -486 -10%
ERIC
1424
Eagle Rock Investment Company
Georgia
$518K
RMP
1425
Richards, Merrill & Peterson
Washington
$517K