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
FLA
101
Financial Life Advisors
Texas
$44.8M
CA
102
Clearstead Advisors
Ohio
$44.3M
LF
103
Lee Financial
Texas
$43.8M
1IA
104
1834 Investment Advisors
Wisconsin
$43.7M
FWMM
105
Foundation Wealth Management (Missouri)
Missouri
$42.7M
PSP
106
Principal Street Partners
Tennessee
$42.5M
Citigroup
107
Citigroup
New York
$41.5M
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$40.9M
GT
109
Greenleaf Trust
Michigan
$40.9M
BB
110
Busey Bank
Illinois
$40.7M
CFS
111
CGC Financial Services
Oregon
$40.5M
LWP
112
LMG Wealth Partners
Louisiana
$40.3M
SHJ
113
Sharkey, Howes & Javer
Colorado
$39.5M
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$39M
PWM
115
Praetorian Wealth Management
California
$38.5M
BF
116
BOK Financial
Oklahoma
$38.2M
DWM
117
Dynasty Wealth Management
Florida
$38.1M
CIA
118
Concurrent Investment Advisors
Florida
$37.7M
BFPW
119
BOK Financial Private Wealth
Colorado
$37.4M
ANB
120
Amarillo National Bank
Texas
$37.3M
Corient Private Wealth
121
Corient Private Wealth
Florida
$36.7M
JWCA
122
J.W. Cole Advisors
Florida
$36.6M
SIC
123
Sterling Investment Counsel
New York
$35.5M
FFA
124
Farther Finance Advisors
California
$35.4M
AWA
125
Arkadios Wealth Advisors
Georgia
$35.3M