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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
SG
201
StoneX Group
New York
$23.4M -$3.59M -29,301 -13%
SFA
202
Sequoia Financial Advisors
Ohio
$23.4M -$7.9M -64,550 -25%
CFB
203
Cullen/Frost Bankers
Texas
$23.3M +$76K +621 +0.3%
MAFA
204
MJT & Associates Financial Advisory
Minnesota
$23.3M +$312K +2,550 +1%
GPA
205
Guidance Point Advisors
Massachusetts
$23.2M -$483K -3,944 -2%
JIC
206
Johnson Investment Counsel
Ohio
$23.1M +$1.2M +9,830 +6%
APP
207
Avantax Planning Partners
Iowa
$22.9M -$497K -4,063 -2%
KFSC
208
Keystone Financial Services (Colorado)
Colorado
$22.8M -$226K -1,847 -1%
TF
209
Trek Financial
Arizona
$22.8M +$1.02M +8,321 +5%
SEI Investments
210
SEI Investments
Pennsylvania
$22.8M -$279K -2,276 -1%
HWM
211
Hemming & Wealth Management
Michigan
$22.6M +$22.5M +183,577 New
KFS
212
Kelly Financial Services
Massachusetts
$22.5M +$376K +3,075 +2%
SS
213
Sunbelt Securities
Texas
$22.4M -$623K -5,091 -3%
IW
214
Instrumental Wealth
Florida
$22.3M +$4.58M +37,417 +25%
UB
215
UMB Bank
Missouri
$22M +$152K +1,238 +0.7%
FWP
216
FAS Wealth Partners
Kansas
$22M -$234K -1,913 -1%
AFC
217
Adaptive Financial Consulting
Ohio
$21.7M +$400K +3,266 +2%
CIAS
218
CFS Investment Advisory Services
New Jersey
$21.3M +$351K +2,864 +2%
IFS
219
Ifrah Financial Services
Arkansas
$21.2M -$694K -5,668 -3%
CAM
220
Cresset Asset Management
Illinois
$20.9M +$194K +1,582 +0.9%
CCW
221
Coastline Complete Wealth
South Carolina
$20.8M +$20.6M +168,513 New
FFN
222
Focus Financial Network
Minnesota
$20.3M +$32.9K +269 +0.2%
EWA
223
EP Wealth Advisors
California
$20.2M +$20.1M +164,192 New
OAP
224
One Advisory Partners
Kansas
$20.2M +$161K +1,316 +0.8%
EFG
225
Elevated Financial Group
Indiana
$20.1M +$20M +163,044 New