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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
QCM
176
Quantinno Capital Management
New York
$28.3M +$9.38M +76,636 +50%
TPCW
177
TD Private Client Wealth
New York
$28.3M -$1.93M -15,771 -6%
VT
178
Vise Technologies
New York
$28M +$10.4M +84,997 +60%
TGAM
179
TBH Global Asset Management
Tennessee
$27.7M +$4.89M +39,962 +1,438%
Financial Engines Advisors
180
Financial Engines Advisors
California
$27.3M -$1.16M -9,497 -4%
AWM
181
Avior Wealth Management
Nebraska
$27.3M -$148K -1,206 -0.5%
SC
182
Saiph Capital
New Jersey
$27.1M +$178K +1,452 +0.7%
WWM
183
Western Wealth Management
Colorado
$26.7M -$340K -2,779 -1%
OWA
184
One Wealth Advisors
California
$26.7M +$742K +6,063 +3%
CFG
185
Citizens Financial Group
Rhode Island
$26.7M +$1.59M +12,952 +6%
PRS
186
Pinkerton Retirement Specialists
Idaho
$26.5M +$1.09M +8,870 +4%
PSCM
187
Per Stirling Capital Management
Texas
$26.2M -$219K -1,787 -0.8%
FHC
188
First Heartland Consultants
Missouri
$25.5M +$439K +3,584 +2%
PFG
189
PAX Financial Group
Texas
$25.5M +$2.26M +18,476 +10%
SWM
190
Spire Wealth Management
Virginia
$25.3M +$597K +4,881 +2%
AAP
191
Arax Advisory Partners
Colorado
$25.1M +$24.9M +203,450 New
AIP
192
Ameritas Investment Partners
Nebraska
$25M -$1.36M -11,150 -5%
GIA
193
GHP Investment Advisors
Colorado
$24.6M -$514K -4,200 -2%
CFO
194
Callan Family Office
Pennsylvania
$24.5M +$593K +4,846 +3%
PWA
195
Physician Wealth Advisors
Utah
$24.4M +$975K +7,969 +4%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$24.2M +$1.52M +12,407 +7%
SL
197
SWMG LLC
Texas
$24.1M +$3M +24,532 +14%
MC
198
McMorgan & Co
California
$23.9M -$203K -1,660 -0.8%
SWM
199
Scissortail Wealth Management
Oklahoma
$23.7M +$175K +1,430 +0.7%
IWC
200
Integrated Wealth Concepts
Massachusetts
$23.5M -$8.08M -66,022 -26%