We are live on ! Find out more
IVW icon

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
IIM
1976
IFC & Insurance Marketing
California
$53K +$52.4K +428 New
AIC
1977
Archer Investment Corporation
Indiana
$50.5K -$33.3K -272 -40%
MDCM
1978
Morgan Dempsey Capital Management
Wisconsin
$49.3K
CFS
1979
Compass Financial Services
Iowa
$48.2K -$9.91K -81 -17%
DWM
1980
Darwin Wealth Management
Florida
$47.9K +$16K +131 +51%
FC
1981
Financial Consulate
Maryland
$46.5K +$5.02K +41 +12%
FCG
1982
Financial Connections Group
California
$46K
HC
1983
Hurley Capital
New York
$45.4K +$45K +368 New
SC
1984
Sawyer & Company
Massachusetts
$44.4K -$29.4K -240 -40%
BAM
1985
Bellevue Asset Management
Washington
$44K
OAJ
1986
Ogorek Anthony Joseph
New York
$43K
PP
1987
PFS Partners
New Jersey
$41.6K
WG
1988
Wellington Group
Indiana
$40.4K +$40.1K +328 New
PCA
1989
Providence Capital Advisors
North Carolina
$39.9K
FFO
1990
Fortitude Family Office
Arizona
$37.5K +$37.2K +304 New
RA
1991
Ransom Advisory
Rhode Island
$37.3K +$37.1K +303 New
CWM
1992
Copia Wealth Management
Oregon
$37K
GG
1993
Gleason Group
Kentucky
$36.7K +$122 +1 +0.3%
GA
1994
GoalVest Advisory
New York
$36K
MFC
1995
Mechanics Financial Corp
Ohio
$35.7K
CWA
1996
Carolina Wealth Advisors
South Carolina
$35.7K +$35.5K +290 New
EPIME
1997
Evelyn Partners Investment Management (Europe)
$35.1K
CAM
1998
Chesapeake Asset Management
New York
$34K
BCM
1999
Boreal Capital Management
Florida
$33.3K
EF
2000
Entrust Financial
Pennsylvania
$32.9K +$32.7K +267 New