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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
1801
Centric Wealth Management
Illinois
$240K +$122 +1 +0.1%
DPW
1802
DiNuzzo Private Wealth
Pennsylvania
$239K
FBFS
1803
First Business Financial Services
Wisconsin
$238K
WIC
1804
Willis Investment Counsel
Georgia
$238K
BA
1805
Bluesphere Advisors
Pennsylvania
$238K
APW
1806
Axim Planning & Wealth
Ohio
$237K -$31.5K -257 -12%
PAW
1807
Plan A Wealth
Nebraska
$237K
IW
1808
Imprint Wealth
South Carolina
$236K -$545K -4,451 -70%
BTIM
1809
BancFirst Trust & Investment Management
Oklahoma
$235K
PGF
1810
Plan Group Financial
Oklahoma
$235K -$43.7K -357 -16%
FAG
1811
Fortitude Advisory Group
Washington
$234K
PWM
1812
Proathlete Wealth Management
Florida
$234K -$16.4K -134 -7%
ZBNA
1813
Zions Bancorporation, National Association
Utah
$233K
CC
1814
Chicago Capital
Illinois
$232K -$49.6K -405 -18%
RFG
1815
REAP Financial Group
Texas
$232K -$17.1K -140 -7%
MFPI
1816
Midwest Financial Partners Investments
Minnesota
$232K +$230K +1,880 New
PPWP
1817
Premier Path Wealth Partners
New Jersey
$232K
BMM
1818
Berkshire Money Management
Massachusetts
$231K +$229K +1,875 New
NPF
1819
Norris Perne & French
Michigan
$231K +$1.47K +12 +0.6%
CAM
1820
Covenant Asset Management
New Jersey
$230K -$1.59K -13 -0.7%
WTA
1821
Washington Trust Advisors
Massachusetts
$229K -$1.47K -12 -0.6%
TCM
1822
Tandem Capital Management
New Jersey
$228K
MCM
1823
Maple Capital Management
Vermont
$228K +$3.92K +32 +2%
RWM
1824
Rockline Wealth Management
New York
$227K
EGA
1825
E&G Advisors
Texas
$227K