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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
IPW
1576
Impact Partnership Wealth
Georgia
$378K +$142K +1,158 +61%
FPCG
1577
Forum Private Client Group
Indiana
$378K -$7.22K -59 -2%
TA
1578
TPG Advisors
Illinois
$375K
BHPW
1579
Beverly Hills Private Wealth
California
$375K -$21.4K -175 -5%
GI
1580
Gradient Investments
Minnesota
$374K +$68.3K +558 +23%
CWM
1581
Core Wealth Management
Florida
$372K -$10K -82 -3%
SC
1582
Steph & Co
Wisconsin
$371K
1W
1583
1776 Wealth
Georgia
$370K
MKC
1584
M. Kraus & Co
Vermont
$370K
RWB
1585
RMR Wealth Builders
New Jersey
$370K +$367K +2,999 New
OFS
1586
Oldfather Financial Services
Nebraska
$370K
AFA
1587
AA Financial Advisors
Ohio
$366K +$363K +2,970 New
HW
1588
HORAN Wealth
Ohio
$366K +$245 +2 +0.1%
DIM
1589
Delta Investment Management
California
$365K +$367 +3 +0.1%
HFO
1590
Heritage Family Offices
Arizona
$365K +$78.1K +638 +27%
Wealthfront Advisers
1591
Wealthfront Advisers
California
$364K +$126K +1,028 +53%
HWMO
1592
Heritage Wealth Management (Ohio)
Ohio
$363K -$62.4K -510 -15%
TCP
1593
TMB Capital Partners
Arkansas
$363K +$360K +2,943 New
SLWM
1594
Stone Loft Wealth Management
Pennsylvania
$360K +$357K +2,920 New
Massachusetts Financial Services
1595
Massachusetts Financial Services
Massachusetts
$357K +$355K +2,900 New
1WA
1596
180 Wealth Advisors
Washington
$357K -$245 -2 -0.1%
GCM
1597
G2 Capital Management
Ohio
$357K -$48K -392 -12%
TCTWM
1598
Three Cord True Wealth Management
Pennsylvania
$353K
SFC
1599
SYM Financial Corp
Indiana
$351K
GFPC
1600
Global Financial Private Client
Florida
$350K -$6.73K -55 -2%