We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

2,067 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 231 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 63

20% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $18.5M

14% more funds holding in top 10

Funds holding in top 10: 193220 (+27)

7% more funds holding

Funds holding: 1,9342,067 (+133)

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.25B)

0.78% more ownership

Funds ownership: 73.04%73.82% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 747

Holders
2,067
Holders Change
+133
Holders Change %
+6.88%
% of All Funds
25.14%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
231
Increased
679
Reduced
747
Closed
63
Calls
$22.2M
Puts
$18.5M
Net Calls
+$3.67M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
1351
Canandaigua National Bank & Trust
New York
$602K -$62.5K -511 -9%
GHA
1352
Good Harbor Advisors
Massachusetts
$602K +$597K +4,880 New
LWM
1353
Level Wealth Management
North Carolina
$601K
PNAA
1354
Pictet North America Advisors
Switzerland
$601K
BFAG
1355
Blackston Financial Advisory Group
Florida
$599K +$13.8K +113 +2%
JWM
1356
JGP Wealth Management
Oregon
$596K +$1.22K +10 +0.2%
VCA
1357
Verdence Capital Advisors
Maryland
$596K -$12.4K -101 -2%
RMAM
1358
Raab & Moskowitz Asset Management
New Jersey
$590K -$26.3K -215 -4%
FC
1359
Fusion Capital
South Carolina
$590K -$10.2K -83 -2%
AFG
1360
Atomi Financial Group
New York
$590K -$685K -5,593 -54%
FTWA
1361
Fifth Third Wealth Advisors
Ohio
$585K +$12.6K +103 +2%
BMWM
1362
Brown Miller Wealth Management
Virginia
$584K +$50.9K +416 +10%
HFS
1363
Howard Financial Services
Texas
$583K +$490 +4 +0.1%
FF
1364
Francis Financial
$581K -$4.9K -40 -0.8%
SCM
1365
Seascape Capital Management
New Hampshire
$581K
WWM
1366
WT Wealth Management
Arizona
$580K
CCA
1367
Childress Capital Advisors
Texas
$580K
LGWM
1368
Litman Gregory Wealth Management
California
$579K -$29.6K -242 -5%
EFG
1369
Ethos Financial Group
Pennsylvania
$578K -$8.18M -66,858 -93%
IRC
1370
Investors Research Corp
Georgia
$578K +$46.3K +378 +9%
MAM
1371
McLean Asset Management
Virginia
$576K +$571K +4,669 New
RA
1372
Rubicon Advisors
California
$575K +$571K +4,665 New
HWM
1373
Horizon Wealth Management
Illinois
$575K +$122 +1 +0%
MCM
1374
Mengis Capital Management
Oregon
$574K -$122 -1 -0%
SFP
1375
SwitchPoint Financial Planning
Utah
$574K