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, 599 increasing their positions, 757 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

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
LWM
951
Lakeridge Wealth Management
Ohio
$1.23M
PFBT
952
Parkside Financial Bank & Trust
Missouri
$1.23M
IA
953
IFG Advisors
Missouri
$1.23M
LC
954
LTG Capital
Massachusetts
$1.23M
CCWM
955
Cassaday & Co Wealth Management
Virginia
$1.22M
PWA
956
Provenance Wealth Advisors
Florida
$1.22M
ACS
957
Archford Capital Strategies
Illinois
$1.22M
DAS
958
Dynamic Advisor Solutions
Arizona
$1.22M
RA
959
RFG Advisory
Alabama
$1.21M
ODIJL
960
One Day In July LLC
Vermont
$1.21M
BCM
961
Brasada Capital Management
Texas
$1.21M
EAM
962
Empirical Asset Management
Massachusetts
$1.21M
NWAG
963
Net Worth Advisory Group
Utah
$1.2M
OC
964
Oakworth Capital
Alabama
$1.2M
WA
965
Wealthstream Advisors
New York
$1.2M
FI
966
FWG Investments
Kentucky
$1.19M
TWM
967
Thrive Wealth Management
Pennsylvania
$1.19M
FWI
968
Facet Wealth Inc
Maryland
$1.19M
PSF
969
Pacific Sun Financial
California
$1.19M
RWM
970
Rockwood Wealth Management
Pennsylvania
$1.19M
GS
971
GWN Securities
Florida
$1.18M
TPW
972
TL Private Wealth
Texas
$1.18M
PWMG
973
Private Wealth Management Group
New Jersey
$1.18M
WPC
974
Wedmont Private Capital
Pennsylvania
$1.18M
EC
975
Eaton-Cambridge
Arizona
$1.18M