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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
CST
1451
Charles Schwab Trust
Nevada
$490K +$50.4K +412 +12%
NDSI
1452
Newman Dignan & Sheerar Inc
Rhode Island
$490K -$22.9K -187 -4%
SWA
1453
SOA Wealth Advisors
New York
$485K -$447K -3,656 -48%
AIA
1454
AssuredPartners Investment Advisors
Florida
$484K +$24.7K +202 +5%
WCA
1455
Westover Capital Advisors
Delaware
$483K
FFG
1456
Floyd Financial Group
Missouri
$483K
LHC
1457
Little House Capital
Massachusetts
$482K -$9.79K -80 -2%
DWM
1458
Drive Wealth Management
Utah
$480K -$36.7K -300 -7%
PFM
1459
Phillips Financial Management
Indiana
$477K -$2.94K -24 -0.6%
CI
1460
CPR Investments
Michigan
$477K -$54.5K -445 -10%
MSG
1461
Main Street Group
Virginia
$476K +$122 +1 +0%
CWA
1462
Cornerstone Wealth Advisors
Minnesota
$476K
CFC
1463
Coyle Financial Counsel
Illinois
$472K
SC
1464
Shearwater Capital
Colorado
$472K
KFGK
1465
Keystone Financial Group (Kentucky)
Kentucky
$472K +$36.1K +295 +8%
TRIA
1466
Trail Ridge Investment Advisors
Colorado
$472K -$26.8K -219 -5%
SP
1467
Sequent Planning
Nebraska
$470K +$466K +3,810 New
SWM
1468
Shakespeare Wealth Management
Wisconsin
$467K -$9.79K -80 -2%
S
1469
Sachetta
Massachusetts
$462K -$129K -1,053 -22%
MMG
1470
Monetary Management Group
Missouri
$462K
WSA
1471
Warm Springs Advisors
California
$460K
IP
1472
Integras Partners
Georgia
$460K +$456K +3,729 New
MWM
1473
Mascagni Wealth Management
Mississippi
$459K
WLPWM
1474
Walled Lake Planning & Wealth Management
Illinois
$459K -$17.7K -145 -4%
KFG
1475
Kelly Financial Group
Connecticut
$457K -$18.6K -152 -4%