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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
PSIWM
1626
Paradigm Strategies in Wealth Management
Minnesota
$337K
MWM
1627
Melfa Wealth Management
Massachusetts
$336K -$6.12K -50 -2%
KCM
1628
Kennicott Capital Management
California
$336K
GWM
1629
Gibbs Wealth Management
Georgia
$335K +$26.7K +218 +9%
BWFA
1630
Baltimore-Washington Financial Advisors
Maryland
$335K +$54.3K +444 +20%
GFP
1631
Guardian Financial Partners
California
$335K +$333K +2,719 New
KCPG
1632
Kavar Capital Partners Group
Kansas
$335K
JCM
1633
Jag Capital Management
Missouri
$334K -$36K -294 -10%
TAM
1634
Tucker Asset Management
Colorado
$333K +$29.1K +238 +10%
EIG
1635
Ellenbecker Investment Group
Wisconsin
$332K +$50.1K +409 +18%
LWM
1636
LJI Wealth Management
Indiana
$332K
CFSG
1637
Community Financial Services Group
Vermont
$330K
ACA
1638
Aspire Capital Advisors
Washington
$329K +$327K +2,673 New
UAS
1639
United Asset Strategies
New York
$329K
BMWS
1640
Brady Martz Wealth Solutions
North Dakota
$329K
ML
1641
McAdam LLC
Pennsylvania
$328K -$5.26K -43 -2%
CCG
1642
Cypress Capital Group
Florida
$327K
GCA
1643
Genesee Capital Advisors
New York
$326K +$367 +3 +0.1%
WPP
1644
Whalerock Point Partners
Rhode Island
$326K
CL
1645
CIM LLC
New York
$324K +$3.06K +25 +1%
KCM
1646
Key Capital Management
Tennessee
$324K +$321K +2,626 New
FA
1647
Fermata Advisors
California
$323K
MWM
1648
Mascoma Wealth Management
New Hampshire
$323K
GA
1649
Gordian Advisors
Arizona
$323K
WWM
1650
Walser Wealth Management
Florida
$322K +$320K +2,614 New