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
24.52%
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 %
MAS
1676
MPWM Advisory Solutions
Georgia
$101K
MIA
1677
Milestone Investment Advisors
Wisconsin
$99.9K
AF
1678
Atala Financial
California
$99.4K +$4.27K +46 +4%
PCM
1679
Perritt Capital Management
Illinois
$98.6K +$93 +1 +0.1%
HC
1680
Hoese & Co
Minnesota
$95.8K
IAS
1681
IMA Advisory Services
Colorado
$95.8K +$95.8K +1,031 New
RFA
1682
Register Financial Advisors
Georgia
$95.7K -$35.9K -387 -27%
AIM
1683
Anchor Investment Management
South Carolina
$93.5K +$93 +1 +0.1%
JFG
1684
JDM Financial Group
Texas
$92.5K
PAI
1685
Pittenger & Anderson Inc
Nebraska
$89.6K -$60.3K -650 -40%
HIW
1686
Holos Integrated Wealth
Pennsylvania
$88.8K
TAM
1687
Townsend Asset Management
North Carolina
$88.2K
M
1688
MOTCO
Texas
$85.4K
BL
1689
Balentine LLC
Georgia
$81.1K
WAOTB
1690
Wealth Advisors of Tampa Bay
Florida
$80.3K +$80.3K +865 New
HI
1691
Hoey Investments
Pennsylvania
$80.3K +$80.3K +865 New
ANBT
1692
American National Bank & Trust
Texas
$79.3K +$79.3K +854 New
OWA
1693
Opal Wealth Advisors
New York
$78.7K -$506K -5,452 -87%
GK
1694
Graney & King
New York
$78.4K
BA
1695
Ballast Advisors
Minnesota
$77.8K -$2.41K -26 -3%
AIA
1696
Armor Investment Advisors
North Carolina
$77.8K
RA
1697
Rise Advisors
New York
$76K +$93 +1 +0.1%
FFC
1698
First Financial Corp
Indiana
$74.7K
TCM
1699
TruNorth Capital Management
Michigan
$74.5K
NWMP
1700
Noble Wealth Management PBC
Colorado
$74.3K