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
CWM
1676
Cordatus Wealth Management
Pennsylvania
$271K
FFA
1677
Fragasso Financial Advisors
Pennsylvania
$271K
HI
1678
Human Investing
Oregon
$270K
JF
1679
JSF Financial
California
$270K
Chevy Chase Trust
1680
Chevy Chase Trust
Maryland
$269K
SC
1681
Schoolcraft Capital
Colorado
$269K
WFC
1682
Western Financial Corp
California
$269K
FBT
1683
First Bank & Trust
South Dakota
$269K
RWM
1684
Riverbend Wealth Management
South Carolina
$269K
FA
1685
Fortis Advisors
Pennsylvania
$268K
EFA
1686
Evernest Financial Advisors
Indiana
$268K
AFGAS
1687
Allegiance Financial Group Advisory Services
Virginia
$268K
BSB
1688
Bangor Savings Bank
Maine
$267K
1WM
1689
1900 Wealth Management
Texas
$267K
PFA
1690
Portland Financial Advisors
New York
$267K
MCFP
1691
Mallini Complete Financial Planning
Florida
$267K
GCA
1692
Greenwood Capital Associates
South Carolina
$266K
AB
1693
ANB Bank
Colorado
$266K
EIA
1694
Edgemoor Investment Advisors
Maryland
$265K
SGK
1695
Steigerwald Gordon & Koch
Virginia
$265K
SFG
1696
SevenBridge Financial Group
Pennsylvania
$265K
MC
1697
Moors & Cabot
Massachusetts
$264K
GAG
1698
Goodman Advisory Group
Massachusetts
$264K
CT
1699
Colonial Trust
South Carolina
$264K
AIFS
1700
A&I Financial Services
Colorado
$263K