IVW icon

iShares S&P 500 Growth ETF

2,040 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 216 funds opening new positions, 674 increasing their positions, 744 reducing their positions, and 63 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
576
WealthPoint Financial
North Carolina
$4.15M
WFS
577
WealthGarden F.S.
California
$4.15M
FCBT
578
First Citizens Bank & Trust
North Carolina
$4.14M
UBS AM
579
UBS AM
Illinois
$4.13M
SLT
580
St Louis Trust
Missouri
$4.13M
SCA
581
Southern Capital Advisors
Tennessee
$4.1M
Koshinski Asset Management
582
Koshinski Asset Management
Illinois
$4.1M
KWS
583
Keystone Wealth Services
California
$4.1M
CA
584
Chatterton & Associates
California
$4.08M
WA
585
WBH Advisory
Maryland
$4.06M
SWM
586
StoneCrest Wealth Management
Arizona
$4.03M
PAA
587
Peregrine Asset Advisers
Oregon
$4.01M
BIG
588
Bush Investment Group
Georgia
$4.01M
HT
589
Heritage Trust
Oklahoma
$4.01M
AL
590
ARWA LLC
Texas
$3.99M
OWG
591
Oxford Wealth Group
Florida
$3.99M
MPCG
592
Matrix Private Capital Group
New York
$3.98M
NA
593
Nottingham Advisors
New York
$3.97M
Vontobel Holding
594
Vontobel Holding
Switzerland
$3.95M
CA
595
Calton & Associates
Florida
$3.94M
CRI
596
Commonwealth Retirement Investments
Virginia
$3.93M
GG
597
GenWealth Group
New Jersey
$3.93M
BIP
598
Bouvel Investment Partners
Pennsylvania
$3.92M
LIA
599
LifePlan Investment Advisors
North Carolina
$3.91M
Bessemer Group
600
Bessemer Group
New Jersey
$3.91M