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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
TWP
1776
Total Wealth Planning
Ohio
$250K -$5.29M -43,256 -96%
OPWM
1777
Oregon Pacific Wealth Management
Oregon
$250K -$73.1K -597 -23%
CFO
1778
Cambient Family Office
Michigan
$249K +$247K +2,021 New
AFAS
1779
Acorn Financial Advisory Services
Virginia
$249K -$99K -809 -29%
PGAM
1780
Princeton Global Asset Management
New Jersey
$247K +$221K +1,805 +903%
NIM
1781
Northeast Investment Management
Massachusetts
$247K
KI
1782
KTF Investments
California
$247K +$245K +2,000 New
WRCM
1783
Western Reserve Capital Management
Ohio
$247K +$245K +2,000 New
NAMNJ
1784
NorthStar Asset Management (New Jersey)
New Jersey
$246K +$245 +2 +0.1%
CIBC World Market
1785
CIBC World Market
Ontario, Canada
$246K +$245K +1,999 New
SWM
1786
SHP Wealth Management
Massachusetts
$246K +$244K +1,997 New
DWA
1787
Delos Wealth Advisors
Texas
$246K
IWM
1788
Integris Wealth Management
California
$245K
JIP
1789
Jaffetilchin Investment Partners
Florida
$243K +$245 +2 +0.1%
TP
1790
Tranquility Partners
Tennessee
$243K +$4.16K +34 +2%
NFTC
1791
North Forty Two & Co
Oregon
$243K
SA
1792
Stewardship Advisors
Pennsylvania
$242K +$26.8K +219 +13%
PWC
1793
Pathfinder Wealth Consulting
North Carolina
$242K +$241K +1,966 New
WPW
1794
Waldron Private Wealth
Pennsylvania
$242K
EPW
1795
Evolve Private Wealth
California
$242K +$240K +1,961 New
IP
1796
Ignite Planners
California
$241K +$10.8K +88 +5%
AA
1797
Aire Advisors
California
$241K
FNBOMD
1798
First National Bank of Mount Dora
Florida
$240K
VWA
1799
VSM Wealth Advisory
Maryland
$240K +$245 +2 +0.1%
TI
1800
Tidal Investments
Wisconsin
$240K