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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
GGS
1651
Galvin Gaustad & Stein
Arizona
$322K
OWA
1652
Octavia Wealth Advisors
Ohio
$321K -$2.45K -20 -0.8%
LSA
1653
L & S Advisors
California
$320K -$77.7K -635 -20%
AWA
1654
Argos Wealth Advisors
California
$320K +$318K +2,595 New
APA
1655
Astoria Portfolio Advisors
New York
$319K -$32.6K -266 -9%
FWM
1656
FSR Wealth Management
Illinois
$318K -$54.3K -444 -15%
CWM
1657
Chesapeake Wealth Management
Virginia
$318K -$18.4K -150 -5%
IPAM
1658
Investment Partners Asset Management
New Jersey
$317K
CC
1659
Clearwave Capital
California
$317K +$315K +2,570 New
SA
1660
SAM Advisors
California
$316K
DTC
1661
Davidson Trust Company
Washington
$315K -$16.3K -133 -5%
SAM
1662
Summit Asset Management
Tennessee
$315K -$256K -2,094 -45%
HWMG
1663
Hurlow Wealth Management Group
Indiana
$315K +$312K +2,552 New
VFPW
1664
Vantage Financial Partners (Wisconsin)
Wisconsin
$315K -$490 -4 -0.2%
WF
1665
WoodTrust Financial
Wisconsin
$314K
HG
1666
Harbor Group
New Hampshire
$313K -$5.51K -45 -2%
SMC
1667
Smith, Moore & Co
Missouri
$313K -$59.2K -484 -16%
RMC
1668
Resources Management Corp
Connecticut
$311K +$14.8K +121 +5%
Luther King Capital Management (LKCM)
1669
Luther King Capital Management (LKCM)
Texas
$310K
MPI
1670
Mairs & Power Inc
Minnesota
$309K
VDI
1671
Vaughan David Investments
Illinois
$309K
MW
1672
Marble Wealth
Alabama
$309K +$306K +2,503 New
BBA
1673
BLB&B Advisors
Pennsylvania
$308K +$122 +1 +0%
DSC
1674
Duncker Streett & Co
Missouri
$307K -$24.4K -199 -7%
WWA
1675
Wingate Wealth Advisors
Massachusetts
$307K +$122 +1 +0%