IVW icon

iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
Name Holding Trade Value Shares
Change
Change in
Stake
BP
676
Ballentine Partners
Massachusetts
$2.84M
CWA
677
Clearview Wealth Advisors
Oregon
$2.84M
JIC
678
Joel Isaacson & Co
New York
$2.81M
CFD
679
Creative Financial Designs
Indiana
$2.79M
IB
680
Intrust Bank
Kansas
$2.74M
HSA
681
HBK Sorce Advisory
Pennsylvania
$2.74M
CWM
682
CCG Wealth Management
California
$2.73M
AA
683
Alesco Advisors
New York
$2.73M
AF
684
Alerus Financial
North Dakota
$2.72M
Citadel Advisors
685
Citadel Advisors
Florida
$2.68M
IFWM
686
Institute for Wealth Management
Colorado
$2.67M
LF
687
Lighthouse Financial
Florida
$2.67M
SAW
688
Signal Advisors Wealth
Michigan
$2.67M
SFC
689
Sprinkle Financial Consultants
Colorado
$2.67M
RB
690
Renasant Bank
Mississippi
$2.66M
OA
691
Operose Advisors
Wisconsin
$2.65M
FFM
692
Forum Financial Management
Illinois
$2.61M
QCM
693
QRG Capital Management
Illinois
$2.61M
SP
694
Stablepoint Partners
Massachusetts
$2.61M
CS
695
Capital Square
Tennessee
$2.6M
LFP
696
Lakeshore Financial Planning
Michigan
$2.6M
EAM
697
Evanson Asset Management
California
$2.58M
FPW
698
Fairvoy Private Wealth
Alabama
$2.55M
TLFA
699
True Link Financial Advisors
California
$2.54M
MWA
700
Merkkuri Wealth Advisors
New York
$2.52M