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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
UF
1501
Univest Financial
Pennsylvania
$436K -$47.5K -388 -10%
ACM
1502
Aurdan Capital Management
Pennsylvania
$435K
RW
1503
RVW Wealth
California
$434K
DF
1504
Dunhill Financial
United Kingdom
$433K -$734 -6 -0.2%
ATWA
1505
Arbor Trust Wealth Advisors
Michigan
$432K +$490 +4 +0.1%
TL
1506
Tradewinds LLC
North Carolina
$431K
CICC
1507
Capital Investment Counsel (Colorado)
Colorado
$430K -$6.12K -50 -1%
NFA
1508
Northwest Financial Advisors
Virginia
$429K -$61.6K -503 -13%
KA
1509
Klingman & Associates
New York
$429K
FAT
1510
First American Trust
California
$428K +$54.8K +448 +15%
FG
1511
Fairman Group
Pennsylvania
$427K +$424K +3,466 New
MA
1512
MCF Advisors
Kentucky
$427K +$101K +827 +31%
AFG
1513
Allegheny Financial Group
Pennsylvania
$426K
SFA
1514
Salus Financial Advisors
Colorado
$424K
PIM
1515
Pullen Investment Management
Florida
$423K
SFWA
1516
Summit Financial Wealth Advisors
Louisiana
$422K -$584K -4,768 -58%
ISL
1517
Ingalls & Snyder LLC
New York
$420K
NS
1518
NBC Securities
Alabama
$419K
BAG
1519
Bauman Advisory Group
Nevada
$419K +$416K +3,403 New
SWP
1520
Stone Wealth Partners
Louisiana
$419K +$416K +3,397 New
PGA
1521
Portland Global Advisors
Maine
$418K
GAA
1522
Global Assets Advisory
Florida
$418K -$64.3K -525 -13%
PFA
1523
Petra Financial Advisors
Colorado
$417K +$122 +1 +0%
LOWM
1524
Laurel Oak Wealth Management
New Jersey
$416K +$414K +3,379 New
FSWA
1525
Financial Synergies Wealth Advisors
Texas
$416K +$17.1K +140 +4%