IVW icon

iShares S&P 500 Growth ETF

1,865 hedge funds and large institutions have $44.4B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 573 increasing their positions, 756 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,8161,865 (+49)

0.01% more ownership

Funds ownership: 73.57%73.57% (+0.01%)

24% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 756

Holders
1,865
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
197
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.7M
Puts
$9.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1526
Genesee Capital Advisors
New York
$291K
SWM
1527
Shelton Wealth Management
Texas
$291K
MA
1528
MCF Advisors
Kentucky
$290K
OPWM
1529
Oregon Pacific Wealth Management
Oregon
$290K
PA
1530
PSI Advisors
Florida
$289K
GWMIA
1531
Global Wealth Management Investment Advisory
Florida
$289K
MWM
1532
Mascoma Wealth Management
New Hampshire
$288K
GA
1533
Gordian Advisors
Arizona
$288K
FA
1534
Fortis Advisors
Pennsylvania
$287K
CFGA
1535
Cambridge Financial Group (Arizona)
Arizona
$285K
LWM
1536
LJI Wealth Management
Indiana
$285K
PWP
1537
Precedent Wealth Partners
Texas
$285K
HG
1538
Harbor Group
New Hampshire
$284K
PWM
1539
Proathlete Wealth Management
Florida
$284K
CL
1540
CIM LLC
New York
$284K
CPC
1541
Consolidated Planning Corp
Georgia
$284K
HS
1542
Horan Securities
United States
$283K
IPAM
1543
Investment Partners Asset Management
New Jersey
$283K
AL
1544
Aspiriant LLC
California
$283K
SA
1545
SAM Advisors
California
$283K
VC
1546
Vestor Capital
Illinois
$282K
JCM
1547
Jag Capital Management
Missouri
$281K
APWA
1548
Atlas Private Wealth Advisors
New Jersey
$280K
Luther King Capital Management (LKCM)
1549
Luther King Capital Management (LKCM)
Texas
$277K
OC
1550
Opinicus Capital
Florida
$276K