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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
Lazard Asset Management
1951
Lazard Asset Management
New York
$78.9K
GAFA
1952
Garton & Associates Financial Advisors
Kentucky
$78.4K +$77.8K +636 New
MPWT
1953
MassMutual Private Wealth & Trust
Connecticut
$77.4K +$9.55K +78 +14%
IWP
1954
IAG Wealth Partners
Wisconsin
$77K
TSMHT
1955
Thurston Springer Miller Herd & Titak
Indiana
$76.5K +$69.5K +568 +1,072%
CICI
1956
Capital Investment Counsel Inc
North Carolina
$75.4K +$74.9K +612 New
SWA
1957
Strategic Wealth Advisors
Arizona
$75K +$74.7K +610 New
CSB
1958
City State Bank
Iowa
$74.7K +$74.2K +606 New
RF
1959
Roxbury Financial
New Jersey
$71.6K +$122 +1 +0.2%
GK
1960
Graney & King
New York
$71K -$29.5K -241 -29%
CCM
1961
Chilton Capital Management
Texas
$71K -$21.4K -175 -23%
CH
1962
CDKV Holdings
Colorado
$70.9K +$70.4K +575 New
IWM
1963
IMG Wealth Management
Florida
$69.8K +$69.3K +566 New
WIM
1964
Westside Investment Management
California
$68.4K
ATC
1965
Adirondack Trust Company
New York
$66.2K
GCM
1966
Gunpowder Capital Management
Maryland
$66.1K +$65.6K +536 New
CW
1967
Curio Wealth
Maryland
$64.9K
IBOK
1968
Independence Bank of Kentucky
Kentucky
$64.7K
KA
1969
Kozak & Associates
Colorado
$63.2K +$122 +1 +0.2%
TWD
1970
True Wealth Design
Ohio
$61.8K
HWM
1971
HighMark Wealth Management
Minnesota
$59K +$6.85K +56 +13%
CWP
1972
Concord Wealth Partners
Virginia
$57.3K -$10.6K -87 -16%
BLC
1973
Brown, Lisle/Cummings
Rhode Island
$56.7K
CMBA
1974
C.M. Bidwell & Associates
Hawaii
$55.7K
OHWP
1975
Oak Harbor Wealth Partners
North Carolina
$54.9K -$6.36K -52 -10%