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
MA
1526
MCF Advisors
Kentucky
$318K
OPWM
1527
Oregon Pacific Wealth Management
Oregon
$317K
OWA
1528
Octavia Wealth Advisors
Ohio
$316K
ESBC
1529
E.S. Barr & Co
Kentucky
$316K
FA
1530
Fermata Advisors
California
$316K
MWM
1531
Mascoma Wealth Management
New Hampshire
$316K
GA
1532
Gordian Advisors
Arizona
$316K
GGS
1533
Galvin Gaustad & Stein
Arizona
$315K
CL
1534
CIM LLC
New York
$314K
CFGA
1535
Cambridge Financial Group (Arizona)
Arizona
$313K
WAG
1536
Windsor Advisory Group
Ohio
$312K
HG
1537
Harbor Group
New Hampshire
$312K
IPAM
1538
Investment Partners Asset Management
New Jersey
$310K
SA
1539
SAM Advisors
California
$310K
VFPW
1540
Vantage Financial Partners (Wisconsin)
Wisconsin
$309K
WF
1541
WoodTrust Financial
Wisconsin
$308K
Luther King Capital Management (LKCM)
1542
Luther King Capital Management (LKCM)
Texas
$303K
VDI
1543
Vaughan David Investments
Illinois
$303K
MPI
1544
Mairs & Power Inc
Minnesota
$303K
VPWA
1545
Vestia Personal Wealth Advisors
Indiana
$302K
BBA
1546
BLB&B Advisors
Pennsylvania
$301K
WWA
1547
Wingate Wealth Advisors
Massachusetts
$300K
ZIG
1548
Zuckerman Investment Group
Illinois
$300K
QC
1549
Quent Capital
New York
$300K
SI
1550
Seeds Investor
New York
$300K