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
GA
1201
Goldstein Advisors
Wisconsin
$662K
OWA
1202
ORBA Wealth Advisors
Illinois
$661K
PW
1203
PUREfi Wealth
Massachusetts
$661K
GWA
1204
Gutierrez Wealth Advisory
Arkansas
$659K
IA
1205
IFC Advisors
California
$653K
DWM
1206
Dakota Wealth Management
Florida
$652K
OSNBOA
1207
Old Second National Bank of Aurora
Illinois
$652K
CNBT
1208
Canandaigua National Bank & Trust
New York
$652K
DFG
1209
Dynamic Financial Group
Iowa
$650K
GCA
1210
Gradient Capital Advisors
California
$646K
PWP
1211
Principle Wealth Partners
Connecticut
$642K
RWM
1212
Ritholtz Wealth Management
New York
$641K
QWM
1213
Quadcap Wealth Management
Texas
$641K
OHIS
1214
Oak Harvest Investment Services
Texas
$637K
Bank of Nova Scotia
1215
Bank of Nova Scotia
Ontario, Canada
$637K
CA
1216
Crewe Advisors
Utah
$637K
ONST
1217
Old North State Trust
North Carolina
$636K
NAS
1218
NWF Advisory Services
California
$635K
SEM
1219
Strategic Equity Management
Arizona
$634K
CMP
1220
Courage Miller Partners
Virginia
$634K
CP
1221
Clarendon Private
Massachusetts
$633K
OPWM
1222
Oakwell Private Wealth Management
Texas
$633K
KCM
1223
KRS Capital Management
Michigan
$630K
BBPWM
1224
Blue Bell Private Wealth Management
Pennsylvania
$629K
EIA
1225
Eldridge Investment Advisors
New Hampshire
$628K