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
AAG
1476
Armstrong Advisory Group
Massachusetts
$457K
DIA
1477
Dana Investment Advisors
Wisconsin
$456K -$267K -2,182 -37%
NOI
1478
Newton One Investments
Delaware
$456K
GEA
1479
Glen Eagle Advisors
New Jersey
$455K -$8.69K -71 -2%
FWM
1480
Foguth Wealth Management
Michigan
$455K +$451K +3,688 New
LT
1481
Legacy Trust
Michigan
$454K
MFT
1482
Moisand Fitzgerald Tamayo
Florida
$453K
SAMT
1483
Select Asset Management & Trust
Pennsylvania
$452K
OPF
1484
Old Peak Finance
North Carolina
$450K +$447K +3,649 New
OA
1485
Oasis Advisors
Iowa
$449K +$446K +3,646 New
GWS
1486
Glassman Wealth Services
Virginia
$449K -$251K -2,054 -36%
AWP
1487
Accretive Wealth Partners
New Jersey
$447K
SWM
1488
Silverlake Wealth Management
Vermont
$447K +$194K +1,589 +78%
EI
1489
Ellevest Inc
New York
$445K +$367 +3 +0.1%
MHB
1490
Midwest Heritage Bank
Iowa
$444K -$3.3K -27 -0.7%
CFAM
1491
Center For Asset Management
Florida
$444K +$122 +1 +0%
GFG
1492
Genesis Financial Group
New Jersey
$443K +$440K +3,598 New
PIFP
1493
Partners in Financial Planning
Virginia
$443K +$245 +2 +0.1%
WHG
1494
Westwood Holdings Group
Texas
$442K
CAM
1495
Cozad Asset Management
Illinois
$442K
AFA
1496
Allium Financial Advisors
Oregon
$440K -$7.47K -61 -2%
GJIA
1497
Glass Jacobson Investment Advisors
Maryland
$439K +$122 +1 +0%
BIG
1498
Brooklyn Investment Group
New York
$438K +$431K +3,524 New
BWL
1499
Bogart Wealth LLC
Virginia
$438K -$160K -1,308 -27%
CFG
1500
Compass Financial Group
Ohio
$436K +$433K +3,541 New