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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
CT
1901
Clearstead Trust
Maine
$144K
HI
1902
Horizon Investments
North Carolina
$138K +$137K +1,121 New
PWM
1903
Peck Wealth Management
New York
$138K
IIL
1904
Insight Inv LLC
California
$137K -$10K -82 -7%
MAS
1905
MPWM Advisory Solutions
Georgia
$135K
WBC
1906
West Branch Capital
Massachusetts
$134K +$122 +1 +0.1%
MIA
1907
Milestone Investment Advisors
Wisconsin
$133K
APW
1908
Aventura Private Wealth
Florida
$131K +$122 +1 +0.1%
SC
1909
SouthState Corp
Florida
$129K -$40.4K -330 -24%
BC
1910
Bulwark Capital
Florida
$129K
AG
1911
AmeriFlex Group
Nevada
$128K +$17.7K +145 +16%
HC
1912
Hoese & Co
Minnesota
$127K
IAS
1913
IMA Advisory Services
Colorado
$127K
RIA
1914
Realta Investment Advisors
Delaware
$126K -$490 -4 -0.4%
RFA
1915
Register Financial Advisors
Georgia
$126K -$979 -8 -0.8%
AIM
1916
Anchor Investment Management
South Carolina
$124K
KFP
1917
Kerr Financial Planning
California
$124K -$122 -1 -0.1%
JFG
1918
JDM Financial Group
Texas
$123K
PAI
1919
Pittenger & Anderson Inc
Nebraska
$119K
HIW
1920
Holos Integrated Wealth
Pennsylvania
$118K +$65.1K +532 +125%
TAM
1921
Townsend Asset Management
North Carolina
$117K
GWM
1922
Gilpin Wealth Management
Colorado
$117K +$116K +947 New
M
1923
MOTCO
Texas
$113K
FF
1924
Frankly Finances
Florida
$112K +$112K +912 New
EW
1925
Elyxium Wealth
California
$111K +$110K +900 New