IVW icon

iShares S&P 500 Growth ETF

1,894 hedge funds and large institutions have $48B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 592 increasing their positions, 750 reducing their positions, and 53 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:

1.18% less ownership

Funds ownership: 73.57%72.39% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 197187 (-10)

21% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 750

Holders
1,894
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
187
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
SJGA
1076
Stephen J. Garry & Associates
New York
$890K
VWM
1077
Verus Wealth Management
Wisconsin
$889K
QP
1078
Quartz Partners
New York
$887K
SC
1079
Scotia Capital
Ontario, Canada
$886K
EP
1080
Edgestream Partners
New Jersey
$885K
ATFA
1081
All Terrain Financial Advisors
Minnesota
$883K
SPP
1082
Single Point Partners
Massachusetts
$881K
HCM
1083
HMS Capital Management
Tennessee
$880K
BPWM
1084
Badgley Phelps Wealth Managers
Washington
$878K
MM
1085
Meridian Management
Arkansas
$878K
CSPIA
1086
Cary Street Partners Investment Advisory
Virginia
$877K
RAS
1087
RPS Advisory Solutions
Kentucky
$871K
ET
1088
Equitable Trust
Tennessee
$870K
NCM
1089
NCM Capital Management
New Jersey
$869K
HIP
1090
HUB Investment Partners
Texas
$868K
OAM
1091
Oppenheimer Asset Management
New York
$867K
SFG
1092
SNS Financial Group
Minnesota
$866K
JGIA
1093
Jackson Grant Investment Advisers
Connecticut
$865K
MBI
1094
May Barnhard Investments
Maryland
$859K
SFWC
1095
Strategic Family Wealth Counselors
New Jersey
$857K
CAMG
1096
CWA Asset Management Group
Florida
$856K
HWA
1097
HCR Wealth Advisors
California
$855K
RMDI
1098
R.M. Davis Inc
Maine
$853K
IRAG
1099
Investment Research & Advisory Group
Georgia
$852K
BHIA
1100
Birch Hill Investment Advisors
Massachusetts
$851K