We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

2,067 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 63

20% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $18.5M

14% more funds holding in top 10

Funds holding in top 10: 193220 (+27)

7% more funds holding

Funds holding: 1,9342,067 (+133)

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.25B)

0.78% more ownership

Funds ownership: 73.04%73.82% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 747

Holders
2,067
Holders Change
+133
Holders Change %
+6.88%
% of All Funds
25.14%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
231
Increased
679
Reduced
747
Closed
63
Calls
$22.2M
Puts
$18.5M
Net Calls
+$3.67M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
526
IHT Wealth Management
Illinois
$5.2M -$209K -1,710 -4%
GM
527
GeoWealth Management
Illinois
$5.19M -$3.07M -25,047 -37%
WP
528
Wealthspan Partners
Iowa
$5.18M -$10.2K -83 -0.2%
CAM
529
Concorde Asset Management
Michigan
$5.17M +$221K +1,802 +4%
KWA
530
Kingswood Wealth Advisors
California
$5.17M +$2.15M +17,546 +72%
CPG
531
Cornerstone Planning Group
New Jersey
$5.16M +$364K +2,975 +8%
MWA
532
Meridian Wealth Advisors
Texas
$5.15M +$6.98K +57 +0.1%
AWE
533
Avidian Wealth Enterprises
Texas
$5.15M -$448K -3,661 -8%
HIA
534
Harbor Investment Advisory
Maryland
$5.1M +$545K +4,451 +12%
MYIA
535
Mount Yale Investment Advisors
Colorado
$5.1M +$4.34M +35,436 +600%
AMG
536
Asset Management Group
Connecticut
$5.09M -$75K -613 -1%
MFC
537
Morris Financial Concepts
South Carolina
$5.08M -$147K -1,199 -3%
BEI
538
Benjamin Edwards Inc
Missouri
$5.04M +$1.03M +8,444 +26%
NL
539
NWAM LLC
Washington
$5.04M -$1.88M -15,372 -28%
FA
540
Faithward Advisors
Pennsylvania
$5.01M +$164K +1,337 +3%
DWT
541
Dorsey & Whitney Trust
South Dakota
$4.96M
MG
542
Mather Group
Illinois
$4.92M +$113K +920 +2%
VWM
543
Valley Wealth Managers
New Jersey
$4.9M -$204K -1,668 -4%
IAS
544
Integrity Advisory Solutions
Texas
$4.83M +$695K +5,681 +17%
KWM
545
Kingsview Wealth Management
Oregon
$4.81M +$600K +4,899 +14%
DWP
546
Daymark Wealth Partners
Ohio
$4.8M -$183K -1,497 -4%
GT
547
Glenview Trust
Kentucky
$4.79M -$164K -1,336 -3%
GLLW
548
Graves Light Lenhart Wealth
Virginia
$4.77M -$174K -1,419 -4%
C1AG
549
Client 1st Advisory Group
Florida
$4.76M +$287K +2,346 +6%
ST
550
Smithfield Trust
Pennsylvania
$4.68M -$68.2K -557 -1%