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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
NP
2101
Nilsine Partners
Colorado
-$257K -2,131 Closed
XT
2102
XTX Topco
Cayman Islands
-$256K -2,119 Closed
PA
2103
Planning Alternatives
Michigan
-$249K -2,063 Closed
LBC
2104
Leigh Baldwin & Co
New York
-$244K -2,020 Closed
PHAM
2105
Palisades Hudson Asset Management
Florida
-$243K -2,010 Closed
FFA
2106
Florida Financial Advisors
Florida
-$242K -2,006 Closed
IFA
2107
Interactive Financial Advisors
Illinois
-$230K -1,906 Closed
RW
2108
Ridgeline Wealth
Arizona
-$219K -1,816 Closed
NA
2109
Nordwand Advisors
Pennsylvania
-$216K -1,790 Closed
NRI
2110
NFP Retirement Inc
California
-$206K -1,709 Closed
WDG
2111
Wealth Dimensions Group
Ohio
-$203K -1,682 Closed
CWP
2112
Cyndeo Wealth Partners
Florida
-$202K -1,675 Closed
QT
2113
Quantbot Technologies
New York
-$142K -1,174 Closed
PCM
2114
Perritt Capital Management
Illinois
-$129K -1,065 Closed
HWA
2115
Heartwood Wealth Advisors
Virginia
-$115K -952 Closed
JWM
2116
JPL Wealth Management
Colorado
-$104K -864 Closed
RA
2117
Rise Advisors
New York
-$99.1K -821 Closed
TCM
2118
TruNorth Capital Management
Michigan
-$96.8K -802 Closed
CTC
2119
Corundum Trust Company
South Dakota
-$96.6K -800 Closed
FLFS
2120
Family Legacy Financial Solutions
North Carolina
-$92.9K -770 Closed
KWM
2121
Kiker Wealth Management
Georgia
-$80.6K -668 Closed
FLP
2122
Financial Life Planners
Arizona
-$80.1K -664 Closed
CCM
2123
Cloud Capital Management
Washington
-$65K -540 Closed
CP
2124
Covenant Partners
Tennessee
-$64.5K -534 Closed
Optiver Holding
2125
Optiver Holding
Netherlands
-$45.6K -378 Closed