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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
CWM
1726
Cordatus Wealth Management
Pennsylvania
$271K
FFA
1727
Fragasso Financial Advisors
Pennsylvania
$271K -$9.79K -80 -4%
HI
1728
Human Investing
Oregon
$270K +$19.5K +159 +8%
JF
1729
JSF Financial
California
$270K +$122 +1 +0%
Chevy Chase Trust
1730
Chevy Chase Trust
Maryland
$269K
SC
1731
Schoolcraft Capital
Colorado
$269K
WFC
1732
Western Financial Corp
California
$269K -$35.5K -290 -12%
FBT
1733
First Bank & Trust
South Dakota
$269K
RWM
1734
Riverbend Wealth Management
South Carolina
$269K +$22.9K +187 +9%
FA
1735
Fortis Advisors
Pennsylvania
$268K +$3.43K +28 +1%
EFA
1736
Evernest Financial Advisors
Indiana
$268K +$268K +2,186 New
AFGAS
1737
Allegiance Financial Group Advisory Services
Virginia
$268K +$122 +1 +0%
BSB
1738
Bangor Savings Bank
Maine
$267K
1WM
1739
1900 Wealth Management
Texas
$267K
PFA
1740
Portland Financial Advisors
New York
$267K -$135K -1,100 -34%
MCFP
1741
Mallini Complete Financial Planning
Florida
$267K
GCA
1742
Greenwood Capital Associates
South Carolina
$266K
AB
1743
ANB Bank
Colorado
$266K -$3.43K -28 -1%
EIA
1744
Edgemoor Investment Advisors
Maryland
$265K
SGK
1745
Steigerwald Gordon & Koch
Virginia
$265K
SWP
1746
Strategic Wealth Partners
Ohio
$265K +$73.6K +601 +39%
SFG
1747
SevenBridge Financial Group
Pennsylvania
$265K
MC
1748
Moors & Cabot
Massachusetts
$264K +$33.8K +276 +15%
GAG
1749
Goodman Advisory Group
Massachusetts
$264K
CT
1750
Colonial Trust
South Carolina
$264K