IVW icon

iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.2M
Puts
$17.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
276
United Bank (Virginia)
Virginia
$14.2M
ACM
277
Ascent Capital Management
Oregon
$14.1M
TFCP
278
Twin Focus Capital Partners
Massachusetts
$14.1M
MMA
279
Miracle Mile Advisors
California
$14.1M
BFIM
280
Beese Fulmer Investment Management
Ohio
$14M
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$13.9M
CA
282
Centerpoint Advisors
Massachusetts
$13.8M
BZWA
283
Blue Zone Wealth Advisors
California
$13.8M
TCWA
284
Turtle Creek Wealth Advisors
Texas
$13.8M
FGWP
285
Founders Grove Wealth Partners
Virginia
$13.8M
MFG
286
Midwest Financial Group
Kansas
$13.7M
KWM
287
Keebeck Wealth Management
Illinois
$13.6M
PS
288
Planned Solutions
California
$13.6M
LNWWM
289
Laird Norton Wetherby Wealth Management
California
$13.5M
Asset Management One
290
Asset Management One
Japan
$13.3M
CI
291
CX Institutional
Indiana
$13.2M
CFSG
292
Clark Financial Services Group
Missouri
$13.2M
AR
293
Apeiron RIA
Texas
$13.2M
TCM
294
Traynor Capital Management
Pennsylvania
$13.1M
YIA
295
YHB Investment Advisors
Connecticut
$13.1M
KOC
296
Koss-Olinger Consulting
Florida
$13M
TPWA
297
TRUE Private Wealth Advisors
Oregon
$13M
NB
298
Nicolet Bankshares
Wisconsin
$13M
LFAS
299
Level Four Advisory Services
Texas
$13M
BHWM
300
Bay Harbor Wealth Management
Maryland
$13M