IVW icon

iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
RDFA
1001
Ritter Daniher Financial Advisory
Ohio
$1.29M
TPW
1002
TL Private Wealth
Texas
$1.28M
Winslow Capital Management
1003
Winslow Capital Management
Minnesota
$1.28M
CCMG
1004
Clark Capital Management Group
Pennsylvania
$1.28M
BIG
1005
Brookwood Investment Group
Arizona
$1.28M
PCM
1006
Pennsylvania Capital Management
Pennsylvania
$1.28M
FWM
1007
Focused Wealth Management
New York
$1.27M
EWA
1008
Evolution Wealth Advisors
Florida
$1.27M
SMA
1009
Sage Mountain Advisors
Georgia
$1.27M
TF
1010
Tompkins Financial
New York
$1.26M
FAM
1011
Forte Asset Management
New York
$1.26M
MG
1012
McHugh Group
Ohio
$1.26M
FAM
1013
Formidable Asset Management
Ohio
$1.26M
BF
1014
Blankinship & Foster
California
$1.26M
USB
1015
Union Savings Bank
Connecticut
$1.26M
FFG
1016
Fortress Financial Group
Minnesota
$1.26M
USCWA
1017
U.S. Capital Wealth Advisors
Texas
$1.25M
BM
1018
Berman McAleer
Maryland
$1.25M
CCWM
1019
Cassaday & Co Wealth Management
Virginia
$1.25M
BRPW
1020
Ballast Rock Private Wealth
South Carolina
$1.25M
PWA
1021
Provenance Wealth Advisors
Florida
$1.25M
GSWM
1022
Greenup Street Wealth Management
Michigan
$1.25M
ACS
1023
Archford Capital Strategies
Illinois
$1.24M
ODIJL
1024
One Day In July LLC
Vermont
$1.24M
BCM
1025
Brasada Capital Management
Texas
$1.23M