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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
MWM
1926
MGB Wealth Management
Texas
$110K
MMCM
1927
Murphy & Mullick Capital Management
New York
$109K
BL
1928
Balentine LLC
Georgia
$108K
HPWM
1929
High Point Wealth Management
New Jersey
$108K +$107K +873 New
HI
1930
Hoey Investments
Pennsylvania
$107K
DT
1931
DV Trading
Illinois
$106K +$105K +858 New
ANBT
1932
American National Bank & Trust
Texas
$105K
BCCM
1933
Black Cypress Capital Management
Florida
$103K -$23.1K -189 -18%
AIA
1934
Armor Investment Advisors
North Carolina
$103K
BA
1935
Ballast Advisors
Minnesota
$103K
AIM
1936
Arcadia Investment Management
Michigan
$103K +$101K +822 +6,323%
NRG
1937
Nemes Rush Group
Michigan
$101K +$24.7K +202 +33%
RFP
1938
Root Financial Partners
California
$97.4K -$59.7K -488 -38%
CF
1939
Collier Financial
Colorado
$96.2K -$10.5K -86 -10%
BFP
1940
Birchwood Financial Partners
Minnesota
$93.8K +$93.1K +761 New
FFA
1941
Frazier Financial Advisors
Ohio
$93.6K -$10.2K -83 -10%
CC
1942
Corsicana & Co
Texas
$90.7K
SRCM
1943
Signature Resources Capital Management
California
$89.6K -$18.6K -152 -17%
NWMP
1944
Noble Wealth Management PBC
Colorado
$89.4K -$3.06K -25 -3%
RP
1945
Rice Partnership
Hawaii
$89K -$14.3K -117 -14%
AP
1946
Aspect Partners
Virginia
$88.7K
TCM
1947
Tradewinds Capital Management
Washington
$87.3K
POIA
1948
Pin Oak Investment Advisors
Texas
$85K
HWA
1949
HHM Wealth Advisors
Tennessee
$84.9K +$7.22K +59 +9%
VWWMG
1950
Vermillion & White Wealth Management Group
Pennsylvania
$79.1K