IVW icon

iShares S&P 500 Growth ETF

2,000 hedge funds and large institutions have $49.1B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 672 increasing their positions, 733 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $48.4B → $49.1B (+$784M)

0.24% more ownership

Funds ownership: 73%73.24% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 733

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
251
Prudential Financial
New Jersey
$17.6M
RFM
252
Royal Fund Management
Florida
$17.6M
LSA
253
Lansing Street Advisors
Pennsylvania
$17.6M
MCM
254
M1 Capital Management
Michigan
$17.5M
CA
255
CoreCap Advisors
Michigan
$17.5M
CWS
256
Cypress Wealth Services
California
$17.4M
AssetMark Inc
257
AssetMark Inc
California
$17.3M
COFSG
258
Carbahal Olsen Financial Services Group
California
$17.3M
JWA
259
JFS Wealth Advisors
Pennsylvania
$17.1M
FTS
260
Fifth Third Securities
Ohio
$16.8M
MA
261
Mutual Advisors
Nebraska
$16.8M
CPSC
262
Carl P. Sherr & Co
Massachusetts
$16.2M
ATC
263
Argent Trust Co
Tennessee
$16.1M
SAM
264
Silvercrest Asset Management
New York
$15.9M
SC
265
Savant Capital
Illinois
$15.8M
PS
266
Planned Solutions
California
$15.8M
LIA
267
LBMC Investment Advisors
Tennessee
$15.7M
AWA
268
American Wealth Advisors
Georgia
$15.7M
DWM
269
Diversify Wealth Management
Utah
$15.6M
I
270
INVST
Indiana
$15.5M
AllianceBernstein
271
AllianceBernstein
Tennessee
$15.4M
Brown Advisory
272
Brown Advisory
Maryland
$15.3M
SA
273
Sovran Advisors
California
$15.2M
PCTC
274
Perkins Coie Trust Company
Washington
$15.1M
BNP Paribas Financial Markets
275
BNP Paribas Financial Markets
France
$14.9M