We are live on ! Find out more
IVW icon

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 232 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 232 | 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: 1,9332,067 (+134)

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
+134
Holders Change %
+6.93%
% 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
232
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
MIP
1676
Marietta Investment Partners
Wisconsin
$306K -$88.1K -720 -22%
ZIG
1677
Zuckerman Investment Group
Illinois
$306K
CWM
1678
Chemistry Wealth Management
New York
$306K +$6.61K +54 +2%
PCM
1679
Palouse Capital Management
Washington
$306K
CASB
1680
Cape Ann Savings Bank
Massachusetts
$305K
VPWA
1681
Vestia Personal Wealth Advisors
Indiana
$305K
CWM
1682
ClientFirst Wealth Management
Arkansas
$305K
FSA
1683
Financial Services Advisory
Maryland
$305K +$49.6K +405 +20%
NL
1684
Navalign LLC
California
$304K -$61.8K -505 -17%
SWM
1685
Shelton Wealth Management
Texas
$304K -$21.3K -174 -7%
FIM
1686
Freedom Investment Management
Connecticut
$303K -$81.9K -669 -21%
WIP
1687
WealthCare Investment Partners
Rhode Island
$300K +$367 +3 +0.1%
AWM
1688
Avaii Wealth Management
Wisconsin
$299K +$122 +1 +0%
WAG
1689
Windsor Advisory Group
Ohio
$298K -$20.3K -166 -6%
DJYG
1690
David J. Yvars Group
Florida
$297K +$39.5K +323 +15%
CM
1691
Columbus Macro
Pennsylvania
$297K
EMC
1692
Everest Management Corp
California
$297K
PFA
1693
Professional Financial Advisors
Nebraska
$296K
GSIAS
1694
Garden State Investment Advisory Services
New Jersey
$296K
PCM
1695
Parsons Capital Management
Rhode Island
$296K
FCIM
1696
Fairview Capital Investment Management
California
$295K -$4.9K -40 -2%
KFAS
1697
Keating Financial Advisory Services
Kansas
$292K +$290K +2,372 New
FFA
1698
Founders Financial Alliance
North Carolina
$292K -$118K -962 -29%
CCA
1699
Clarity Capital Advisors
Florida
$292K
PA
1700
PSI Advisors
Florida
$291K