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
RSWA
976
Robinson Smith Wealth Advisors
Maine
$1.18M
ACIM
977
Azimuth Capital Investment Management
Michigan
$1.17M
MLL
978
Moody Lynn & Lieberson
Massachusetts
$1.17M
AP
979
Americana Partners
Texas
$1.17M
CA
980
Continuum Advisory
Idaho
$1.16M
SIAM
981
Sterling Investment Advisors (Missouri)
Missouri
$1.16M
PBF
982
Petix & Botte Financial
California
$1.16M
FAM
983
Formidable Asset Management
Ohio
$1.15M
BOS
984
Bank of Stockton
California
$1.15M
FT
985
Fiduciary Trust
Massachusetts
$1.15M
PI
986
PFG Investments
New York
$1.15M
LWA
987
Lantern Wealth Advisors
New York
$1.15M
SHA
988
Seneca House Advisors
Virginia
$1.15M
CPA
989
Capital Planning Advisors
California
$1.15M
BFG
990
Beacon Financial Group
Texas
$1.15M
JSSH
991
J. Safra Sarasin Holding
$1.14M
VA
992
Vident Advisory
Georgia
$1.14M
CB
993
CNB Bank
Pennsylvania
$1.13M
CWA
994
Consilio Wealth Advisors
Washington
$1.12M
EA
995
Everpar Advisors
Oklahoma
$1.12M
CGA
996
Crescent Grove Advisors
Illinois
$1.12M
GFA
997
Gallagher Fiduciary Advisors
Illinois
$1.12M
CIC
998
Chilton Investment Company
Connecticut
$1.12M
MA
999
Montag & Associates
Georgia
$1.12M
AWMNH
1000
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.11M