IVW icon

iShares S&P 500 Growth ETF

1,805 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 651 increasing their positions, 699 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-42
Holders Change %
-2.27%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.54%
New
103
Increased
651
Reduced
699
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
1651
Realta Investment Advisors
Delaware
$148K +$2.69K +29 +2%
AA
1652
Addison Advisors
Vermont
$143K
FPB
1653
First PREMIER Bank
South Dakota
$142K
HWM
1654
Hemington Wealth Management
Virginia
$141K -$2.96K -32 -2%
BSB
1655
Bangor Savings Bank
Maine
$137K -$3.34K -36 -2%
ITIM
1656
Indiana Trust & Investment Management
Indiana
$135K +$13.5K +145 +11%
LWA
1657
Lowe Wealth Advisors
Maryland
$134K
GWSG
1658
GPS Wealth Strategies Group
Colorado
$127K +$39.9K +430 +46%
MMCM
1659
Murphy & Mullick Capital Management
New York
$125K +$43.4K +467 +53%
CSWG
1660
Cardinal Strategic Wealth Guidance
Kentucky
$123K
CFFP
1661
Center for Financial Planning
Michigan
$122K
RTL
1662
Red Tortoise LLC
Georgia
$122K
BCCM
1663
Black Cypress Capital Management
Florida
$120K -$37.1K -400 -24%
IIL
1664
Insight Inv LLC
California
$119K
WBC
1665
West Branch Capital
Massachusetts
$116K +$93 +1 +0.1%
Allspring Global Investments
1666
Allspring Global Investments
North Carolina
$116K -$159K -1,700 -58%
CF
1667
Collier Financial
Colorado
$114K -$7.43M -79,984 -98%
MPWT
1668
MassMutual Private Wealth & Trust
Connecticut
$112K -$35.5K -382 -24%
CWM
1669
CarsonAllaria Wealth Management
Illinois
$111K +$26.2K +282 +31%
FWM
1670
FSA Wealth Management
Massachusetts
$110K
CT
1671
Clearstead Trust
Maine
$108K
WWM
1672
Wolff Wiese Magana
California
$108K
TCM
1673
Tradewinds Capital Management
Washington
$107K
CWM
1674
Compass Wealth Management
Connecticut
$107K
WTFG
1675
Wood Tarver Financial Group
Idaho
$102K