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
MNA
1251
Manning & Napier Advisors
New York
$594K
PMFA
1252
Plante Moran Financial Advisors
Michigan
$590K
CWA
1253
Crux Wealth Advisors
California
$590K
4WM
1254
49 Wealth Management
Texas
$589K
LWM
1255
Level Wealth Management
North Carolina
$589K
PNAA
1256
Pictet North America Advisors
Switzerland
$588K
TCOT
1257
Trust Company of Toledo
Ohio
$588K
BWL
1258
Bogart Wealth LLC
Virginia
$587K
JWM
1259
JGP Wealth Management
Oregon
$586K
MSFS
1260
Main Street Financial Solutions
Pennsylvania
$583K
SWA
1261
SFMG Wealth Advisors
Texas
$581K
PWMAG
1262
Pinnacle Wealth Management Advisory Group
New Jersey
$581K
FWM
1263
FLP Wealth Management
Arkansas
$580K
S
1264
Sachetta
Massachusetts
$580K
FF
1265
Francis Financial
$574K
BAM
1266
BOS Asset Management
Illinois
$574K
BFAG
1267
Blackston Financial Advisory Group
Florida
$573K
BTWM
1268
Baker Tilly Wealth Management
Wisconsin
$573K
HFS
1269
Howard Financial Services
Texas
$571K
VWA
1270
Visionary Wealth Advisors
Illinois
$571K
VH
1271
Visionary Horizons
Tennessee
$570K
OCM
1272
Objective Capital Management
Ohio
$569K
SCM
1273
Seascape Capital Management
New Hampshire
$569K
WWM
1274
WT Wealth Management
Arizona
$568K
CCA
1275
Childress Capital Advisors
Texas
$568K