IVW icon

iShares S&P 500 Growth ETF

2,004 hedge funds and large institutions have $49.2B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 673 increasing their positions, 734 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:

2% more capital invested

Capital invested by funds: $48.4B → $49.2B (+$813M)

0.29% more ownership

Funds ownership: 73%73.29% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 673 | Existing positions reduced: 734

Holders
2,004
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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
OPWM
1276
Oakwell Private Wealth Management
Texas
$646K
KCM
1277
KRS Capital Management
Michigan
$644K
EIA
1278
Eldridge Investment Advisors
New Hampshire
$641K
WCM
1279
WealthBridge Capital Management
Ohio
$641K
SEM
1280
Strategic Equity Management
Arizona
$640K
UCB
1281
United Community Bank
South Carolina
$639K
ET
1282
Equitable Trust
Tennessee
$638K
OWA
1283
Oak Wealth Advisors
Illinois
$638K
AAS
1284
Annex Advisory Services
Wisconsin
$637K
CMP
1285
Courage Miller Partners
Virginia
$637K
GLR
1286
Great Lakes Retirement
Ohio
$636K
CAG
1287
Curtis Advisory Group
California
$633K
BAMG
1288
Brand Asset Management Group
Missouri
$633K
PL
1289
Parthenon LLC
Kentucky
$633K
PCI
1290
Planning Center Inc
Illinois
$633K
PPP
1291
Prism Planning Partners
Illinois
$630K
SFG
1292
Sage Financial Group
Pennsylvania
$630K
PAM
1293
Palisade Asset Management
Minnesota
$629K
BWM
1294
Base Wealth Management
Florida
$629K
EW
1295
Enzi Wealth
Texas
$628K
SWM
1296
Segment Wealth Management
Texas
$628K
OAM
1297
Oppenheimer Asset Management
New York
$626K
FRA
1298
Front Row Advisors
California
$625K
AWM
1299
Accurate Wealth Management
Florida
$625K
V
1300
VeraBank
Texas
$624K