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
LHC
1351
Little House Capital
Massachusetts
$482K
NAAA
1352
New Age Alpha Advisors
New York
$482K
FFG
1353
Floyd Financial Group
Missouri
$481K
NFA
1354
Northwest Financial Advisors
Virginia
$481K
NHC
1355
Nicholas Hoffman & Company
Georgia
$479K
VBFG
1356
Vishria Bird Financial Group
Tennessee
$479K
SAM
1357
Secure Asset Management
Michigan
$478K
UF
1358
Univest Financial
Pennsylvania
$473K
WCA
1359
Westover Capital Advisors
Delaware
$473K
GAA
1360
Global Assets Advisory
Florida
$472K
PFM
1361
Phillips Financial Management
Indiana
$470K
WLPWM
1362
Walled Lake Planning & Wealth Management
Illinois
$467K
SWM
1363
Shakespeare Wealth Management
Wisconsin
$467K
CWA
1364
Cornerstone Wealth Advisors
Minnesota
$466K
MSG
1365
Main Street Group
Virginia
$466K
BWM
1366
BCS Wealth Management
Tennessee
$466K
KFG
1367
Kelly Financial Group
Connecticut
$466K
CFC
1368
Coyle Financial Counsel
Illinois
$463K
SC
1369
Shearwater Capital
Colorado
$462K
IAA
1370
Independent Advisor Alliance
North Carolina
$461K
HNWAG
1371
High Net Worth Advisory Group
Florida
$459K
GEA
1372
Glen Eagle Advisors
New Jersey
$454K
MMG
1373
Monetary Management Group
Missouri
$453K
WSA
1374
Warm Springs Advisors
California
$451K
AIA
1375
AssuredPartners Investment Advisors
Florida
$450K