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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
TPWM
1851
Twelve Points Wealth Management
Massachusetts
$213K -$32.3K -264 -13%
WFL
1852
Wealth Forward LLC
North Dakota
$212K
ZIM
1853
Zacks Investment Management
Illinois
$212K +$122 +1 +0.1%
CFA
1854
Capstone Financial Advisors
Illinois
$212K -$4.9K -40 -2%
LW
1855
Linscomb Wealth
Texas
$211K
MA
1856
Maxele Advisors
Missouri
$211K
HWM
1857
HRC Wealth Management
Idaho
$211K
AGA
1858
Arkos Global Advisors
Texas
$211K -$33.2K -271 -14%
GHA
1859
GW Henssler & Associates
Georgia
$211K -$17.9K -146 -8%
IWM
1860
Inlight Wealth Management
Georgia
$211K
AWA
1861
Argo Wealth Advisory
Virginia
$211K +$209K +1,709 New
SWA
1862
Strata Wealth Advisors
Texas
$210K -$367 -3 -0.2%
TC
1863
Tannin Capital
North Carolina
$210K +$208K +1,701 New
HPIA
1864
Hamilton Point Investment Advisors
North Carolina
$209K +$208K +1,698 New
TCMP
1865
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K +$206K +1,682 New
GFWA
1866
Grey Fox Wealth Advisors
Delaware
$207K -$54.1K -442 -21%
WFP
1867
Wrenne Financial Planning
Kentucky
$206K
RFN
1868
RDA Financial Network
Iowa
$206K +$204K +1,670 New
M
1869
MATAURO
New York
$206K +$245 +2 +0.1%
BHWM
1870
Beaird Harris Wealth Management
Texas
$205K
OWM
1871
OneAscent Wealth Management
Alabama
$205K +$203K +1,662 New
BIAS
1872
Beacon Investment Advisory Services
New Jersey
$204K -$38.4K -314 -16%
PCM
1873
Pointe Capital Management
Michigan
$204K +$203K +1,656 New
ADL
1874
Asset Dedication LLC
California
$203K
BFG
1875
Buttonwood Financial Group
Missouri
$202K -$85.7K -700 -30%