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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
SG
1876
Sankala Group
Colorado
$202K +$207K +1,691 New
UB
1877
Umpqua Bank
Oregon
$202K +$201K +1,639 New
NWM
1878
Nova Wealth Management
Florida
$201K -$11.3K -92 -5%
TI
1879
Trexquant Investment
Connecticut
$201K -$32.3K -264 -14%
AWP
1880
Abacus Wealth Partners
California
$201K +$199K +1,628 New
WMP
1881
Wealth Management Partners
Arizona
$201K +$199K +1,627 New
HI
1882
Hendershot Investments
Virginia
$200K +$199K +1,626 New
GWM
1883
Greenhouse Wealth Management
Connecticut
$200K +$199K +1,626 New
CFS
1884
Coordinated Financial Services
Colorado
$200K +$199K +1,624 New
APW
1885
Atlantic Private Wealth
North Carolina
$196K +$245 +2 +0.1%
BW
1886
Basepoint Wealth
Iowa
$195K +$193K +1,580 New
AA
1887
Addison Advisors
Vermont
$189K
FPB
1888
First PREMIER Bank
South Dakota
$189K
BCM
1889
Basso Capital Management
Connecticut
$188K +$162K +1,321 +657%
SHFC
1890
Safe Harbor Family Capital
North Carolina
$179K +$178K +1,454 New
ITIM
1891
Indiana Trust & Investment Management
Indiana
$179K
HFS
1892
Hantz Financial Services
Michigan
$174K +$612 +5 +0.4%
CFFP
1893
Center for Financial Planning
Michigan
$169K -$26.3K -215 -14%
HAP
1894
Harbor Asset Planning
Massachusetts
$166K +$245 +2 +0.1%
EWM
1895
Evermay Wealth Management
Virginia
$165K -$36K -294 -18%
CSWG
1896
Cardinal Strategic Wealth Guidance
Kentucky
$163K
TFG
1897
Team Financial Group
California
$162K +$7.34K +60 +5%
RTL
1898
Red Tortoise LLC
Georgia
$162K
WWM
1899
Wolff Wiese Magana
California
$155K -$3.06K -25 -2%
BTD
1900
BankPlus Trust Department
Mississippi
$147K +$102K +835 +235%