IVW icon

iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
GWAM
476
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.7M
HPM
477
Hoxton Planning & Management
West Virginia
$5.68M
Tudor Investment Corp
478
Tudor Investment Corp
Connecticut
$5.66M
BIM
479
Bridges Investment Management
Nebraska
$5.63M
EE
480
EWG Elevate
California
$5.61M
SFS
481
Sowell Financial Services
Arkansas
$5.59M
CAM
482
Carret Asset Management
New York
$5.56M
BBHC
483
Brown Brothers Harriman & Co
New York
$5.54M
AWE
484
Avidian Wealth Enterprises
Texas
$5.49M
TWP
485
Total Wealth Planning
Ohio
$5.47M
RWS
486
Resolute Wealth Strategies
Mississippi
$5.44M
RWRC
487
R.W. Roge & Company
New York
$5.42M
TNB
488
Thomasville National Bank
Georgia
$5.41M
WPC
489
Waters Parkerson & Co
Louisiana
$5.4M
WAG
490
Winthrop Advisory Group
Massachusetts
$5.36M
KFA
491
Kapstone Financial Advisors
Ohio
$5.35M
IWM
492
IHT Wealth Management
Illinois
$5.3M
TF
493
TME Financial
California
$5.29M
BCWM
494
Bartlett & Co Wealth Management
Ohio
$5.25M
FPAS
495
Focus Partners Advisor Solutions
Missouri
$5.2M
DT
496
Diversified Trust
Tennessee
$5.14M
FRA
497
FFG Retirement Advisors
Colorado
$5.13M
MFC
498
Morris Financial Concepts
South Carolina
$5.12M
RFA
499
RTD Financial Advisors
Pennsylvania
$5.09M
WP
500
Wealthspan Partners
Iowa
$5.09M