IVW icon

iShares S&P 500 Growth ETF

1,810 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 654 increasing their positions, 700 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less funds holding

Funds holding: 1,8511,810 (-41)

11% less funds holding in top 10

Funds holding in top 10: 211187 (-24)

16% less capital invested

Capital invested by funds: $45.1B → $38.1B (-$7.01B)

Holders
1,810
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
$18.5M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
HB Wealth Management
Georgia
$230M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$221M
Fidelity Investments
28
Fidelity Investments
Massachusetts
$197M
NA
29
NewEdge Advisors
Louisiana
$186M
Osaic Holdings
30
Osaic Holdings
Arizona
$184M
SW
31
SoFi Wealth
California
$172M
HighTower Advisors
32
HighTower Advisors
Illinois
$165M
Bank of New York Mellon
33
Bank of New York Mellon
New York
$160M
HNB
34
Huntington National Bank
Ohio
$158M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$154M
FIA
36
Foundations Investment Advisors
Arizona
$150M
US Bancorp
37
US Bancorp
Minnesota
$149M
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$134M
UFF
39
USA Financial Formulas
Michigan
$122M
JC
40
JB Capital
Connecticut
$120M
MGIA
41
Moneta Group Investment Advisors
Missouri
$116M
Truist Financial
42
Truist Financial
North Carolina
$114M
UCFA
43
United Capital Financial Advisors
Texas
$114M
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$109M
PRS
45
Pinkerton Retirement Specialists
Idaho
$105M
MWA
46
Midland Wealth Advisors
Illinois
$105M
MWM
47
Modern Wealth Management
Kansas
$103M
RCAG
48
Rehmann Capital Advisory Group
Michigan
$100M
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$100M
CWM
50
Calamos Wealth Management
Illinois
$99.9M