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
AAS
651
Asset Allocation Strategies
Michigan
$3.42M
BOJHT
652
Bank of Jackson Hole Trust
Wyoming
$3.41M
NW
653
NewEdge Wealth
Pennsylvania
$3.4M
PA
654
Pinnacle Associates
New York
$3.39M
BFO
655
Boston Family Office
Massachusetts
$3.38M
MGWM
656
Marks Group Wealth Management
Minnesota
$3.38M
ICP
657
Interchange Capital Partners
Pennsylvania
$3.36M
PCH
658
PGIM Custom Harvest
New Jersey
$3.33M
FTA
659
Financial & Tax Architects
Missouri
$3.33M
CB
660
Cadence Bank
Mississippi
$3.32M
RBFC
661
Roman Butler Fullerton & Co
Missouri
$3.31M
AB
662
Atlas Brown
Kentucky
$3.28M
BBHC
663
Brown Brothers Harriman & Co
New York
$3.28M
EFS
664
Essex Financial Services
Connecticut
$3.28M
LAM
665
Lifestyle Asset Management
Texas
$3.26M
AWA
666
Alta Wealth Advisors
Massachusetts
$3.26M
RIS
667
Retirement Income Solutions
Michigan
$3.24M
BCG
668
Breakwater Capital Group
New Jersey
$3.22M
CCM
669
Colorado Capital Management
Colorado
$3.21M
EWA
670
EverSource Wealth Advisors
Alabama
$3.21M
RIG
671
Ramiah Investment Group
Wisconsin
$3.2M
LL
672
LPWM LLC
Minnesota
$3.19M
CCA
673
Coign Capital Advisors
Utah
$3.18M
MBT
674
Montecito Bank & Trust
California
$3.18M
TF
675
TME Financial
California
$3.17M