IVW icon

iShares S&P 500 Growth ETF

2,000 hedge funds and large institutions have $49.1B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 672 increasing their positions, 733 reducing their positions, and 63 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $48.4B → $49.1B (+$784M)

0.24% more ownership

Funds ownership: 73%73.24% (+0.24%)

8% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 733

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1651
Clarity Capital Advisors
Florida
$292K
PA
1652
PSI Advisors
Florida
$291K
CBT
1653
Crews Bank & Trust
Florida
$291K
CCM
1654
Crew Capital Management
Ohio
$289K
GWS
1655
Greykasell Wealth Strategies
California
$289K
OC
1656
Optima Capital
Oregon
$289K
JJBC
1657
James J. Burns & Company
New York
$289K
MFF
1658
Michels Family Financial
Texas
$288K
CMAI
1659
Capital Management Associates Inc
Minnesota
$287K
OC
1660
Opinicus Capital
Florida
$287K
FVWA
1661
Foster Victor Wealth Advisors
South Carolina
$286K
AIS
1662
Accredited Investor Services
Minnesota
$284K
MC
1663
Mathes Company
New York
$283K
VAMG
1664
Voisard Asset Management Group
Michigan
$283K
LFA
1665
Longview Financial Advisors
Alabama
$281K
RCA
1666
Resonant Capital Advisors
Wisconsin
$280K
GP
1667
Geneva Partners
Wisconsin
$279K
CBT
1668
CoreFirst Bank & Trust
Kansas
$277K
TW
1669
Traveka Wealth
California
$276K
Q1WB
1670
Quest 10 Wealth Builders
Virginia
$276K
SEP
1671
Signature Equity Partners
Ohio
$275K
OFS
1672
OneAscent Financial Services
Alabama
$274K
SWG
1673
Summit Wealth Group
Vermont
$274K
LFS
1674
Legacy Financial Strategies
Kansas
$273K
ACM
1675
Allred Capital Management
Texas
$271K