IVW icon

iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 598 increasing their positions, 758 reducing their positions, and 54 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:

0.96% less ownership

Funds ownership: 73.84%72.88% (-0.96%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 758

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
SCM
526
Saxony Capital Management
Missouri
$4.57M
MWM
527
Mission Wealth Management
California
$4.56M
VFA
528
Valeo Financial Advisors
Indiana
$4.55M
PAG
529
Private Advisory Group
Washington
$4.55M
HT
530
Heritage Trust
Oklahoma
$4.55M
SC
531
Sierra Capital
Florida
$4.53M
JSL
532
JT Stratford LLC
Georgia
$4.53M
SF
533
SWP Financial
California
$4.49M
HIA
534
Harbor Investment Advisory
Maryland
$4.46M
CFS
535
Commonwealth Financial Services
West Virginia
$4.45M
SF
536
Summit Financial
New Jersey
$4.43M
SWA
537
Stratos Wealth Advisors
Ohio
$4.41M
GPWA
538
Great Point Wealth Advisors
Massachusetts
$4.41M
FWA
539
FSC Wealth Advisors
New York
$4.4M
PA
540
PFG Advisors
Arizona
$4.4M
C1AG
541
Client 1st Advisory Group
Florida
$4.38M
TCA
542
Transcend Capital Advisors
New Jersey
$4.37M
PA
543
Procyon Advisors
Connecticut
$4.35M
HCA
544
Heck Capital Advisors
Wisconsin
$4.32M
CC
545
Copperleaf Capital
North Carolina
$4.29M
GPW
546
Gray Private Wealth
Massachusetts
$4.29M
RBFC
547
Roman Butler Fullerton & Co
Missouri
$4.27M
RIM
548
Redwood Investment Management
Arizona
$4.26M
AIA
549
Arrow Investment Advisors
Maryland
$4.25M
EB
550
Eastern Bank
Massachusetts
$4.25M