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
DADC
351
D.A. Davidson & Co
Montana
$10M
NCM
352
Novare Capital Management
North Carolina
$9.95M
MB
353
MidFirst Bank
Oklahoma
$9.92M
EWA
354
Exencial Wealth Advisors
Oklahoma
$9.92M
ABWM
355
Alpine Bank Wealth Management
Colorado
$9.92M
CI
356
Conning Inc
Connecticut
$9.87M
CCM
357
Canal Capital Management
Virginia
$9.87M
HWM
358
Hobbs Wealth Management
Indiana
$9.86M
Asset Management One
359
Asset Management One
Japan
$9.83M
ECM
360
Evergreen Capital Management
Washington
$9.82M
GWP
361
Gen-Wealth Partners
Michigan
$9.7M
PIA
362
Polaris Investment Advisors
Massachusetts
$9.65M
KOC
363
Koss-Olinger Consulting
Florida
$9.56M
Franklin Resources
364
Franklin Resources
California
$9.56M
AR
365
Apeiron RIA
Texas
$9.55M
GWMR
366
GC Wealth Management RIA
Massachusetts
$9.51M
CF
367
Centaurus Financial
California
$9.5M
VA
368
VestGen Advisors
Illinois
$9.49M
AI
369
Arvest Investments
Arkansas
$9.49M
TPWA
370
Twin Peaks Wealth Advisors
California
$9.48M
MW
371
Maia Wealth
Colorado
$9.46M
DF
372
Daviman Financial
Indiana
$9.45M
CFG
373
Cosner Financial Group
Colorado
$9.32M
SC
374
Sapient Capital
Indiana
$9.24M
TVM
375
True Vision MN
Minnesota
$9.23M