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
VBFP
1501
Valtinson Bruner Financial Planning
Minnesota
$348K
SPIA
1502
Strategic Point Investment Advisors
Rhode Island
$348K
TCTWM
1503
Three Cord True Wealth Management
Pennsylvania
$346K
SFC
1504
SYM Financial Corp
Indiana
$344K
CG
1505
Cynosure Group
Utah
$343K
NC
1506
NewSquare Capital
Pennsylvania
$343K
SWM
1507
Sagace Wealth Management
Florida
$343K
AFM
1508
Armstrong Fleming & Moore
District of Columbia
$342K
AFAS
1509
Acorn Financial Advisory Services
Virginia
$341K
GBT
1510
Grove Bank & Trust
Florida
$336K
MAG
1511
M3 Advisory Group
Massachusetts
$335K
TGAM
1512
TBH Global Asset Management
Tennessee
$335K
MWM
1513
Melfa Wealth Management
Massachusetts
$335K
RIM
1514
Rockbridge Investment Management
New York
$333K
SAM
1515
SP Asset Management
California
$332K
MAG
1516
MRA Advisory Group
New Jersey
$332K
PSA
1517
Plum Street Advisors
Louisiana
$331K
NC
1518
NovaPoint Capital
Georgia
$331K
PSIWM
1519
Paradigm Strategies in Wealth Management
Minnesota
$330K
CWM
1520
Chesapeake Wealth Management
Virginia
$330K
BSSFA
1521
Baron Silver Stevens Financial Advisors
Florida
$329K
KCM
1522
Kennicott Capital Management
California
$329K
KCPG
1523
Kavar Capital Partners Group
Kansas
$328K
ML
1524
McAdam LLC
Pennsylvania
$327K
LWM
1525
LJI Wealth Management
Indiana
$325K