IVW icon

iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
CBA
1076
Coastal Bridge Advisors
Connecticut
$898K
KPWG
1077
KFA Private Wealth Group
Virginia
$896K
MCM
1078
Mainstream Capital Management
California
$893K
CANC
1079
Culbertson A N & Co
Virginia
$890K
SJGA
1080
Stephen J. Garry & Associates
New York
$890K
VWM
1081
Verus Wealth Management
Wisconsin
$889K
QP
1082
Quartz Partners
New York
$887K
SC
1083
Scotia Capital
Ontario, Canada
$886K
EP
1084
Edgestream Partners
New Jersey
$885K
ATFA
1085
All Terrain Financial Advisors
Minnesota
$883K
SPP
1086
Single Point Partners
Massachusetts
$881K
HCM
1087
HMS Capital Management
Tennessee
$880K
BPWM
1088
Badgley Phelps Wealth Managers
Washington
$878K
MM
1089
Meridian Management
Arkansas
$878K
CSPIA
1090
Cary Street Partners Investment Advisory
Virginia
$877K
RAS
1091
RPS Advisory Solutions
Kentucky
$871K
ET
1092
Equitable Trust
Tennessee
$870K
NCM
1093
NCM Capital Management
New Jersey
$869K
HIP
1094
HUB Investment Partners
Texas
$868K
OAM
1095
Oppenheimer Asset Management
New York
$867K
SFG
1096
SNS Financial Group
Minnesota
$866K
JGIA
1097
Jackson Grant Investment Advisers
Connecticut
$865K
MBI
1098
May Barnhard Investments
Maryland
$859K
SFWC
1099
Strategic Family Wealth Counselors
New Jersey
$857K
CAMG
1100
CWA Asset Management Group
Florida
$856K