IVW icon

iShares S&P 500 Growth ETF

2,042 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 674 increasing their positions, 744 reducing their positions, and 63 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1251
Cape Investment Advisory
Georgia
$736K
VC
1252
Vicus Capital
Pennsylvania
$736K
BFS
1253
Bare Financial Services
Pennsylvania
$734K
RI
1254
Rinkey Investments
California
$731K
W
1255
Wealthquest
Ohio
$731K
NAS
1256
NWF Advisory Services
California
$730K
Tudor Investment Corp
1257
Tudor Investment Corp
Connecticut
$727K
CPC
1258
Consolidated Planning Corp
Georgia
$715K
BWM
1259
BAM Wealth Management
Colorado
$713K
VFS
1260
Valpey Financial Services
New Hampshire
$712K
Victory Capital Management
1261
Victory Capital Management
Texas
$710K
DE
1262
Diversified Enterprises
Delaware
$710K
CFA
1263
CWS Financial Advisors
Michigan
$706K
TIM
1264
Tortoise Investment Management
New York
$705K
AF
1265
ASL Financial
California
$704K
BPC
1266
Bearing Point Capital
Minnesota
$702K
PL
1267
Plancorp LLC
Missouri
$701K
CPSAC
1268
Chas P. Smith & Associates (CPS)
Florida
$701K
AWA
1269
Amplius Wealth Advisors
Pennsylvania
$695K
WCP
1270
Wick Capital Partners
Pennsylvania
$694K
CCA
1271
Conservest Capital Advisors
Pennsylvania
$690K
WFAG
1272
Worth Financial Advisory Group
North Carolina
$689K
DI
1273
Disciplined Investments
Oklahoma
$688K
LWANC
1274
Laurel Wealth Advisors (North Carolina)
North Carolina
$686K
LJAC
1275
L.J. Altfest & Co
New York
$686K