IVW icon

iShares S&P 500 Growth ETF

1,857 hedge funds and large institutions have $44.3B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 569 increasing their positions, 754 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,8101,857 (+47)

0.08% more ownership

Funds ownership: 73.56%73.64% (+0.08%)

25% less repeat investments, than reductions

Existing positions increased: 569 | Existing positions reduced: 754

Holders
1,857
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
195
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.7M
Puts
$9.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TH
1701
TCTC Holdings
Texas
$202K
CPG
1702
Cornerstone Planning Group
New Jersey
$201K
BL
1703
BFSG LLC
California
$200K
CPA
1704
Cardiff Park Advisors
California
$198K
SC
1705
Soundwatch Capital
Connecticut
$192K
CP
1706
Covenant Partners
Tennessee
$191K
AG
1707
AmeriFlex Group
Nevada
$188K
EWM
1708
Evermay Wealth Management
Virginia
$186K
BHWM
1709
Beaird Harris Wealth Management
Texas
$183K
APW
1710
Atlantic Private Wealth
North Carolina
$176K
AA
1711
Addison Advisors
Vermont
$169K
FPB
1712
First PREMIER Bank
South Dakota
$168K
HWM
1713
Hemington Wealth Management
Virginia
$168K
AWM
1714
Abound Wealth Management
Tennessee
$163K
ITIM
1715
Indiana Trust & Investment Management
Indiana
$160K
BSB
1716
Bangor Savings Bank
Maine
$159K
LWA
1717
Lowe Wealth Advisors
Maryland
$159K
GWSG
1718
GPS Wealth Strategies Group
Colorado
$151K
HAP
1719
Harbor Asset Planning
Massachusetts
$148K
CSWG
1720
Cardinal Strategic Wealth Guidance
Kentucky
$146K
CFFP
1721
Center for Financial Planning
Michigan
$145K
RTL
1722
Red Tortoise LLC
Georgia
$145K
CBT
1723
CoreFirst Bank & Trust
Kansas
$142K
IIL
1724
Insight Inv LLC
California
$141K
FWM
1725
FSA Wealth Management
Massachusetts
$130K