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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
SWGC
1551
Summit Wealth Group (Colorado)
Colorado
$398K +$395K +3,227 New
PRP
1552
Peak Retirement Planning
Ohio
$397K +$30.2K +247 +8%
PWP
1553
Prasad Wealth Partners
Ohio
$396K +$490 +4 +0.1%
VC
1554
Veery Capital
Delaware
$396K +$37.7K +308 +11%
GCP
1555
Guardian Capital (Pennsylvania)
Pennsylvania
$396K +$393K +3,210 New
NSG
1556
Nalls Sherbakoff Group
Tennessee
$395K -$6.85K -56 -2%
CT
1557
Caldwell Trust
Florida
$395K
KHCM
1558
Kirtland Hills Capital Management
Ohio
$395K
PWM
1559
Paulson Wealth Management
Illinois
$394K
GC
1560
Grimes & Company
Massachusetts
$394K +$857 +7 +0.2%
RBC
1561
Roble Belko & Company
Pennsylvania
$394K
WCM
1562
Wealthcare Capital Management
Virginia
$393K
LPFG
1563
Landing Point Financial Group
Ohio
$392K
MHWM
1564
Montz Harcus Wealth Management
Louisiana
$392K +$367 +3 +0.1%
LRIA
1565
Leonard Rickey Investment Advisors
Washington
$390K
DJSG
1566
D.J. St. Germain
Massachusetts
$390K -$24.7K -202 -6%
BCP
1567
Blue Chip Partners
Michigan
$389K +$245 +2 +0.1%
CTA
1568
Colonial Trust Advisors
South Carolina
$387K -$3.67K -30 -0.9%
SRWM
1569
Shira Ridge Wealth Management
California
$387K +$1.22K +10 +0.3%
VDC
1570
Van Diest Capital
Iowa
$387K +$384K +3,139 New
TNA
1571
True North Advisors
Texas
$386K +$90.3K +738 +31%
AA
1572
Advisory Alpha
Michigan
$385K +$16.3K +133 +4%
EA
1573
Everpar Advisors
Oklahoma
$385K -$756K -6,180 -66%
SFAM
1574
Sawyer Falduto Asset Management
Illinois
$383K +$381K +3,110 New
LFG
1575
Larson Financial Group
Missouri
$382K -$168K -1,372 -31%