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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
TCOV
1426
Trust Company of Vermont
Vermont
$515K +$17.7K +145 +4%
LSPW
1427
Lake Street Private Wealth
Illinois
$514K
GCP
1428
Gill Capital Partners
Colorado
$514K
HA
1429
HFG Advisors
Ohio
$514K +$66.7K +545 +15%
CKAIS
1430
Christensen King & Associates Investment Services
Washington
$513K -$734 -6 -0.1%
LLWM
1431
Life Line Wealth Management
California
$513K +$64.5K +527 +15%
TC
1432
Trilogy Capital
California
$513K +$367 +3 +0.1%
GI
1433
GLOBALT Investments
Georgia
$512K -$18.4K -150 -3%
OSNBOA
1434
Old Second National Bank of Aurora
Illinois
$512K -$153K -1,250 -23%
IWS
1435
Insight Wealth Strategies
California
$511K -$65.1K -532 -11%
CIR
1436
Clear Investment Research
Georgia
$509K -$193K -1,577 -28%
JSA
1437
Jim Saulnier & Associates
Colorado
$505K +$490 +4 +0.1%
HAS
1438
Holland Advisory Services
Florida
$504K +$490 +4 +0.1%
SAM
1439
Secure Asset Management
Michigan
$503K +$16.4K +134 +3%
KFG
1440
Kingdom Financial Group
Arizona
$500K +$497K +4,058 New
FPCP
1441
Fort Point Capital Partners
California
$500K
PVI
1442
Pine Valley Investments
New Jersey
$498K
SSW
1443
Stone Summit Wealth
Florida
$498K -$32.8K -268 -6%
LFG
1444
Lockerman Financial Group
California
$498K +$81.3K +664 +20%
TH
1445
TCTC Holdings
Texas
$497K +$270K +2,203 +120%
ACP
1446
Aviance Capital Partners
Florida
$497K
KHC
1447
Koesten Hirschmann & Crabtree
Kansas
$494K
MAS
1448
Meeder Advisory Services
Ohio
$493K -$9.42K -77 -2%
NA
1449
Novus Advisors
South Carolina
$492K +$37.2K +304 +8%
NHC
1450
Nicholas Hoffman & Company
Georgia
$490K +$490 +4 +0.1%