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iShares S&P 500 Growth ETF

2,066 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: 1,9332,066 (+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
2,066
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
CBT
1701
Crews Bank & Trust
Florida
$291K
CCM
1702
Crew Capital Management
Ohio
$289K
GWS
1703
Greykasell Wealth Strategies
California
$289K
OC
1704
Optima Capital
Oregon
$289K +$73.4K +600 +34%
JJBC
1705
James J. Burns & Company
New York
$289K
MFF
1706
Michels Family Financial
Texas
$288K +$367 +3 +0.1%
CMAI
1707
Capital Management Associates Inc
Minnesota
$287K +$367 +3 +0.1%
OC
1708
Opinicus Capital
Florida
$287K -$4.65K -38 -2%
FVWA
1709
Foster Victor Wealth Advisors
South Carolina
$286K +$26.8K +219 +10%
AIS
1710
Accredited Investor Services
Minnesota
$284K +$490 +4 +0.2%
MC
1711
Mathes Company
New York
$283K
VAMG
1712
Voisard Asset Management Group
Michigan
$283K
B
1713
Bayban
Minnesota
$282K +$280K +2,288 New
LFA
1714
Longview Financial Advisors
Alabama
$281K -$4.04K -33 -1%
RCA
1715
Resonant Capital Advisors
Wisconsin
$280K +$122 +1 +0%
GP
1716
Geneva Partners
Wisconsin
$279K -$4.28K -35 -2%
CBT
1717
CoreFirst Bank & Trust
Kansas
$277K +$158K +1,293 +135%
WA
1718
Walsh & Associates
Florida
$276K +$274K +2,241 New
TW
1719
Traveka Wealth
California
$276K +$274K +2,239 New
Q1WB
1720
Quest 10 Wealth Builders
Virginia
$276K +$14.4K +118 +6%
SEP
1721
Signature Equity Partners
Ohio
$275K +$273K +2,232 New
OFS
1722
OneAscent Financial Services
Alabama
$274K -$8.69K -71 -3%
SWG
1723
Summit Wealth Group
Vermont
$274K
LFS
1724
Legacy Financial Strategies
Kansas
$273K +$3.43K +28 +1%
ACM
1725
Allred Capital Management
Texas
$271K -$2.08K -17 -0.8%