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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
MWA
2051
Medallion Wealth Advisors
Connecticut
$8.63K
PAG
2052
Paladin Advisory Group
Iowa
$8.01K
CFG
2053
Chapman Financial Group
Hawaii
$7.27K
MDA
2054
Minot DeBlois Advisors
Massachusetts
$6.16K -$1.84K -15 -23%
HIC
2055
Hamrick Investment Counsel
Washington
$6.16K +$6.12K +50 New
WB
2056
Webster Bank
Connecticut
$6.04K
BNA
2057
BankChampaign National Association
Illinois
$6.04K +$42.8K +350 New
CCC
2058
Chelsea Counsel Company
California
$5.67K
HHCP
2059
Hilton Head Capital Partners
South Carolina
$5.05K +$5.02K +41 New
HWP
2060
Highline Wealth Partners
California
$4.07K +$4.04K +33 New
CW
2061
CrossGen Wealth
North Carolina
$3.94K +$3.92K +32 New
NL
2062
NVWM LLC
Pennsylvania
$3.58K +$3.55K +29 New
DFA
2063
DHJJ Financial Advisors
Illinois
$3.45K
ETS
2064
ESL Trust Services
New York
$3.21K +$3.18K +26 New
ETC
2065
Exchange Traded Concepts
Oklahoma
$2.96K -$4.77K -39 -62%
VNA
2066
Valley National Advisers
Pennsylvania
$2K
MI
2067
Motiv8 Investments
Florida
$290 -$10.3K -84 -3%
BA
2068
Blueline Advisors
New Hampshire
$247 +$245 +2 New
Manulife (Manufacturers Life Insurance)
2069
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$351M -2,908,525 Closed
VPP
2070
Vertex Planning Partners
Illinois
-$10.6M -88,005 Closed
ECA
2071
Elevation Capital Advisory
Oregon
-$9.56M -79,198 Closed
WA
2072
Win Advisors
Florida
-$8.97M -74,321 Closed
BJL
2073
Brighton Jones LLC
Washington
-$6.52M -54,045 Closed
ATS
2074
Ashton Thomas Securities
New York
-$6.46M -53,534 Closed
GVCM
2075
Global View Capital Management
Wisconsin
-$4.63M -38,357 Closed