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iShares S&P 500 Growth ETF

2,066 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: 1,9332,066 (+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
2,066
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
BPA
126
Beacon Pointe Advisors
California
$37.3M +$6.61M +53,968 +22%
AC
127
AlphaCore Capital
California
$36.9M +$30.8M +251,375 +522%
Two Sigma Investments
128
Two Sigma Investments
New York
$36.1M -$73.6M -601,131 -67%
MCM
129
MV Capital Management
Maryland
$35.9M -$779K -6,365 -2%
PIA
130
Powell Investment Advisors
Florida
$35.7M -$52.6K -430 -0.1%
SIC
131
Sterling Investment Counsel
New York
$35.7M -$530K -4,332 -1%
BEC
132
Blue Edge Capital
Virginia
$35.2M +$1.94M +15,820 +6%
SHIM
133
Stone House Investment Management
Pennsylvania
$34.7M +$214K +1,747 +0.6%
SW
134
SteelPeak Wealth
California
$34.6M -$355K -2,904 -1%
CAL
135
Capital Analysts LLC
Pennsylvania
$34.5M +$1.65M +13,480 +5%
AWM
136
Apollon Wealth Management
South Carolina
$34M +$1.86M +15,234 +6%
LNWTC
137
Laird Norton Wetherby Trust Company
Washington
$34M +$13.7M +112,287 +69%
EH
138
Equitable Holdings
New York
$34M +$7.23M +59,034 +27%
AQR Capital Management
139
AQR Capital Management
Connecticut
$34M +$18.6M +152,101 +123%
SVCP
140
Silicon Valley Capital Partners
California
$33.7M -$142K -1,164 -0.4%
BFPW
141
BOK Financial Private Wealth
Colorado
$33.7M -$4.48M -36,598 -12%
JWCA
142
J.W. Cole Advisors
Florida
$33.5M +$1.53M +12,527 +4%
TWP
143
Triad Wealth Partners
Kansas
$33.3M +$7.25M +59,230 +28%
GIA
144
Gladstone Institutional Advisory
Florida
$33.2M +$117K +960 +0.4%
B
145
Barings
North Carolina
$33.2M -$12.5M -102,192 -28%
IA
146
Integrity Alliance
Iowa
$32.9M +$960K +7,840 +3%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$32.8M -$1.02M -8,326 -3%
WSFS
148
Wilmington Savings Fund Society
Delaware
$32.5M +$420K +3,433 +1%
SWP
149
ShoreHaven Wealth Partners
New Jersey
$32.4M +$920K +7,515 +3%
EL
150
EWA LLC
Pennsylvania
$32.4M +$706K +5,765 +2%