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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
HWM
2026
Horizons Wealth Management
North Carolina
$18.3K
CVM
2027
Cheviot Value Management
California
$17.7K
QPBE
2028
Quintet Private Bank (Europe)
Luxembourg
$17.3K -$4.28K -35 -20%
DWM
2029
Dogwood Wealth Management
Kansas
$16.9K
Allspring Global Investments
2030
Allspring Global Investments
North Carolina
$16.6K +$612 +5 +4%
OWP
2031
ORG Wealth Partners
Texas
$15.9K -$18.2K -149 -54%
FMB
2032
Field & Main Bank
Kentucky
$15.8K
PK
2033
Pflug Koory
Nebraska
$15.1K
RFA
2034
Reyes Financial Architecture
California
$14.9K
NFSG
2035
Newbridge Financial Services Group
Florida
$14.5K +$9.55K +78 +195%
CTWM
2036
Cherry Tree Wealth Management
Minnesota
$12.9K
TFA
2037
Toth Financial Advisory
Virginia
$12.8K
FDW
2038
Fourth Dimension Wealth
Ohio
$12.3K
GF
2039
GGM Financials
Ohio
$11.7K
TCM
2040
Triumph Capital Management
Colorado
$11.1K +$11K +90 New
GWM
2041
Grand Wealth Management
Michigan
$11.1K +$1.71K +14 +18%
MHR
2042
Matthew Hamilton Rosenberg
$10.8K
FA
2043
Fountainhead AM
New Jersey
$10.7K -$1.7M -13,921 -99%
MSWA
2044
Marshall & Sterling Wealth Advisors
New York
$10.7K
UFPG
2045
United Financial Planning Group
New York
$10.1K -$60.2K -492 -86%
MBFW
2046
Morton Brown Family Wealth
Pennsylvania
$10.1K
FGAM
2047
Financial Gravity Asset Management
Texas
$9.98K
AW
2048
Ankerstar Wealth
Texas
$9.98K +$9.91K +81 New
CJ
2049
Caitlin John
Michigan
$9.49K
HHGA
2050
Halbert Hargrove Global Advisors
California
$8.75K