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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
HSWM
1526
Hubbell Strickland Wealth Management
Louisiana
$415K -$13K -106 -3%
TA
1527
TruWealth Advisors
Louisiana
$413K
WS
1528
Wilian Securities
Minnesota
$412K +$409K +3,341 New
RWM
1529
Ritholtz Wealth Management
New York
$412K -$241K -1,970 -37%
Loomis, Sayles & Company
1530
Loomis, Sayles & Company
Massachusetts
$411K
ACG
1531
Allen Capital Group
Nebraska
$410K +$5.02K +41 +1%
AWM
1532
Affinity Wealth Management
Delaware
$409K -$6.24K -51 -2%
SI
1533
Saxon Interests
Texas
$408K -$5.75K -47 -1%
WH
1534
Willner & Heller
California
$408K -$20.1K -164 -5%
SFS
1535
Stiles Financial Services
Minnesota
$407K
MCIA
1536
Mountain Capital Investment Advisors
Colorado
$406K +$3.3K +27 +0.8%
ACA
1537
Ascension Capital Advisors
Texas
$404K -$7.73M -63,161 -95%
Jennison Associates
1538
Jennison Associates
New York
$404K +$401K +3,276 New
RPCA
1539
Running Point Capital Advisors
California
$404K
SFC
1540
Swisher Financial Concepts
Ohio
$403K +$2.81K +23 +0.7%
SFGP
1541
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$402K -$20.2K -165 -5%
BSG
1542
Black Swift Group
Colorado
$401K
FDS
1543
Freedom Day Solutions
Texas
$400K -$1.84K -15 -0.5%
TC
1544
Truvestments Capital
Florida
$400K -$27K -221 -6%
KA
1545
KLCM Advisors
Wisconsin
$400K +$397K +3,244 New
SFG
1546
SNS Financial Group
Minnesota
$400K -$481K -3,934 -55%
SPWM
1547
Schrum Private Wealth Management
Florida
$399K
IWS
1548
Integrity Wealth Solutions
Colorado
$398K +$8.69K +71 +2%
TVAMP
1549
Tennessee Valley Asset Management Partners
Tennessee
$398K +$395K +3,229 New
BPFA
1550
Barnes Pettey Financial Advisors
Mississippi
$398K -$2.57K -21 -0.6%