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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
SPIA
1601
Strategic Point Investment Advisors
Rhode Island
$350K -$4.9K -40 -1%
AFM
1602
Armstrong Fleming & Moore
District of Columbia
$349K
GWMIA
1603
Global Wealth Management Investment Advisory
Florida
$349K -$16.8K -137 -5%
VBFP
1604
Valtinson Bruner Financial Planning
Minnesota
$348K -$7.1K -58 -2%
AWA
1605
Acorn Wealth Advisors
Michigan
$346K -$154K -1,260 -31%
OBWG
1606
Onyx Bridge Wealth Group
New York
$345K -$10K -82 -3%
HNWAG
1607
High Net Worth Advisory Group
Florida
$345K -$122K -1,000 -26%
SI
1608
Seeds Investor
New York
$344K +$38.3K +313 +13%
SWM
1609
Sagace Wealth Management
Florida
$344K -$5.75K -47 -2%
SIG
1610
Sargent Investment Group
Maryland
$344K +$341K +2,790 New
ESBC
1611
E.S. Barr & Co
Kentucky
$344K +$20.6K +168 +6%
PPW
1612
Presilium Private Wealth
Pennsylvania
$344K +$69K +564 +25%
ZIG
1613
Zullo Investment Group
Pennsylvania
$344K -$40.6K -332 -11%
CP
1614
Cornerstone Planning
North Carolina
$343K +$340K +2,781 New
GBT
1615
Grove Bank & Trust
Florida
$343K
MAG
1616
M3 Advisory Group
Massachusetts
$343K +$122 +1 +0%
Diamond Hill Capital Management
1617
Diamond Hill Capital Management
Ohio
$342K +$340K +2,775 New
PWPS
1618
Pinnacle Wealth Planning Services
Ohio
$342K -$50.5K -413 -13%
RCG
1619
Regatta Capital Group
California
$341K -$17.1K -140 -5%
QC
1620
Quent Capital
New York
$340K +$33.5K +274 +11%
QLSGSCF
1621
Quent Long Short Global Small Cap Fund
New York
$340K +$338K +2,758 New
SAM
1622
SP Asset Management
California
$340K +$367 +3 +0.1%
MAG
1623
MRA Advisory Group
New Jersey
$339K +$245 +2 +0.1%
RIM
1624
Rockbridge Investment Management
New York
$338K -$2.33K -19 -0.7%
PSA
1625
Plum Street Advisors
Louisiana
$338K