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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
AIFS
1751
A&I Financial Services
Colorado
$263K
CFGA
1752
Cambridge Financial Group (Arizona)
Arizona
$263K
GWANC
1753
Guardian Wealth Advisors (North Carolina)
North Carolina
$263K -$183K -1,493 -41%
MFG
1754
Menard Financial Group
Texas
$262K
ICP
1755
Impact Capital Partners
Colorado
$262K -$367 -3 -0.1%
PWP
1756
Perfromance Wealth Partners
Illinois
$262K
MBC
1757
Michael Brady & Co
Ohio
$261K +$259K +2,117 New
LNB
1758
Ledyard National Bank
$260K -$3.67K -30 -1%
DOA
1759
D'Orazio & Associates
Virginia
$259K
LPT
1760
Legacy Private Trust
Wisconsin
$257K
CWM
1761
CarsonAllaria Wealth Management
Illinois
$256K +$2.69K +22 +1%
BMC
1762
Beaton Management Company
Massachusetts
$256K
HVIA
1763
Hudson Valley Investment Advisors
New York
$256K
GC
1764
Guidance Capital
Kentucky
$256K +$122 +1 +0%
KCIC
1765
Kuhn & Co Investment Counsel
Illinois
$253K +$252K +2,055 New
BFG
1766
Broussard Financial Group
Louisiana
$253K +$252K +2,055 New
HSG
1767
Helen Stephens Group
Texas
$253K +$245 +2 +0.1%
A
1768
Argentarii
Ohio
$252K -$20.2K -165 -7%
TBFA
1769
Three Bearings Fiduciary Advisors
New Hampshire
$252K +$249K +2,033 New
SHF
1770
Stage Harbor Financial
Massachusetts
$251K
PTP
1771
Platform Technology Partners
New York
$251K
VCM
1772
Vivaldi Capital Management
Illinois
$251K
WA
1773
WESPAC Advisors
California
$251K
CAWM
1774
Capital Advisors Wealth Management
Washington
$251K -$48.2K -394 -16%
DFC
1775
DB Fitzpatrick & Co
Idaho
$251K -$4.16K -34 -2%