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
MWM
1376
Mascagni Wealth Management
Mississippi
$450K
AAG
1377
Armstrong Advisory Group
Massachusetts
$447K
NOI
1378
Newton One Investments
Delaware
$446K
NA
1379
Novus Advisors
South Carolina
$445K
LT
1380
Legacy Trust
Michigan
$444K
MFT
1381
Moisand Fitzgerald Tamayo
Florida
$443K
SAMT
1382
Select Asset Management & Trust
Pennsylvania
$443K
LLWM
1383
Life Line Wealth Management
California
$439K
MHB
1384
Midwest Heritage Bank
Iowa
$438K
AFA
1385
Allium Financial Advisors
Oregon
$438K
GWANC
1386
Guardian Wealth Advisors (North Carolina)
North Carolina
$438K
AWP
1387
Accretive Wealth Partners
New Jersey
$437K
HA
1388
HFG Advisors
Ohio
$437K
SW
1389
SMART Wealth
Nebraska
$436K
CFAM
1390
Center For Asset Management
Florida
$435K
EI
1391
Ellevest Inc
New York
$435K
PIFP
1392
Partners in Financial Planning
Virginia
$434K
WHG
1393
Westwood Holdings Group
Texas
$433K
CAM
1394
Cozad Asset Management
Illinois
$433K
GJIA
1395
Glass Jacobson Investment Advisors
Maryland
$430K
CST
1396
Charles Schwab Trust
Nevada
$430K
CICC
1397
Capital Investment Counsel (Colorado)
Colorado
$427K
KFGK
1398
Keystone Financial Group (Kentucky)
Kentucky
$427K
ACM
1399
Aurdan Capital Management
Pennsylvania
$426K
RW
1400
RVW Wealth
California
$426K