IVW icon

iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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
LSA
1451
L & S Advisors
California
$390K
PAWA
1452
Palo Alto Wealth Advisors
California
$388K
BHPW
1453
Beverly Hills Private Wealth
California
$388K
PWP
1454
Prasad Wealth Partners
Ohio
$388K
FSC
1455
Full Sail Capital
Oklahoma
$387K
CT
1456
Caldwell Trust
Florida
$387K
MIP
1457
Marietta Investment Partners
Wisconsin
$387K
KHCM
1458
Kirtland Hills Capital Management
Ohio
$386K
PWM
1459
Paulson Wealth Management
Illinois
$386K
SI
1460
Saxon Interests
Texas
$386K
RBC
1461
Roble Belko & Company
Pennsylvania
$386K
GC
1462
Grimes & Company
Massachusetts
$385K
WCM
1463
Wealthcare Capital Management
Virginia
$384K
PWPS
1464
Pinnacle Wealth Planning Services
Ohio
$384K
LPFG
1465
Landing Point Financial Group
Ohio
$384K
MHWM
1466
Montz Harcus Wealth Management
Louisiana
$383K
CTA
1467
Colonial Trust Advisors
South Carolina
$383K
LRIA
1468
Leonard Rickey Investment Advisors
Washington
$382K
IWS
1469
Integrity Wealth Solutions
Colorado
$382K
PPWM
1470
PFG Private Wealth Management
Florida
$382K
BCP
1471
Blue Chip Partners
Michigan
$381K
SRWM
1472
Shira Ridge Wealth Management
California
$378K
FIM
1473
Freedom Investment Management
Connecticut
$377K
FPCG
1474
Forum Private Client Group
Indiana
$377K
AIP
1475
ARS Investment Partners
New York
$377K