IVW icon

iShares S&P 500 Growth ETF

1,894 hedge funds and large institutions have $48B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 592 increasing their positions, 750 reducing their positions, and 53 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:

1.18% less ownership

Funds ownership: 73.57%72.39% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 197187 (-10)

21% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 750

Holders
1,894
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
187
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

Top Sellers

1 -$222M
2 -$176M
3 -$126M
4
Wells Fargo
Wells Fargo
California
-$76.5M
5
Morgan Stanley
Morgan Stanley
New York
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$337M
RFC
27
Regions Financial Corp
Alabama
$332M
HWM
28
HB Wealth Management
Georgia
$291M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$260M
Osaic Holdings
30
Osaic Holdings
Arizona
$252M
Fidelity Investments
31
Fidelity Investments
Massachusetts
$246M
HighTower Advisors
32
HighTower Advisors
Illinois
$241M
SW
33
SoFi Wealth
California
$230M
FIA
34
Foundations Investment Advisors
Arizona
$228M
NA
35
NewEdge Advisors
Louisiana
$208M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$203M
Bank of New York Mellon
37
Bank of New York Mellon
New York
$199M
SPIA
38
Steward Partners Investment Advisory
New York
$189M
HNB
39
Huntington National Bank
Ohio
$184M
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$174M
MGIA
41
Moneta Group Investment Advisors
Missouri
$156M
JC
42
JB Capital
Connecticut
$145M
Truist Financial
43
Truist Financial
North Carolina
$141M
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$138M
RCAG
45
Rehmann Capital Advisory Group
Michigan
$135M
MCM
46
MAI Capital Management
Ohio
$134M
CWM
47
Calamos Wealth Management
Illinois
$134M
UCFA
48
United Capital Financial Advisors
Texas
$129M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$128M
LI
50
LVZ Inc
Michigan
$124M