IVW icon

iShares S&P 500 Growth ETF

1,925 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 600 increasing their positions, 763 reducing their positions, and 55 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.86% less ownership

Funds ownership: 73.86%73% (-0.86%)

3% less funds holding in top 10

Funds holding in top 10: 197192 (-5)

21% less repeat investments, than reductions

Existing positions increased: 600 | Existing positions reduced: 763

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.2M
Puts
$17.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$31M
SWP
152
ShoreHaven Wealth Partners
New Jersey
$30.8M
PFA
153
Pettinga Financial Advisors
Indiana
$30.8M
SFA
154
Sequoia Financial Advisors
Ohio
$30.7M
GRP
155
Global Retirement Partners
California
$30.6M
Natixis Advisors
156
Natixis Advisors
Massachusetts
$30.6M
Charles Schwab
157
Charles Schwab
California
$30.5M
CFA
158
Cahill Financial Advisors
Minnesota
$30.3M
SFO
159
Stokes Family Office
Louisiana
$30.3M
HGWM
160
Horst & Graben Wealth Management
Oregon
$30M
BPA
161
Beacon Pointe Advisors
California
$30M
KL
162
KWMG LLC
Kansas
$29.7M
TPCW
163
TD Private Client Wealth
New York
$29.6M
CAG
164
Csenge Advisory Group
Florida
$29.5M
KPWS
165
Kestra Private Wealth Services
Texas
$29.4M
HSBC Holdings
166
HSBC Holdings
United Kingdom
$29.1M
AWMG
167
ADG Wealth Management Group
Louisiana
$29.1M
HFA
168
High Falls Advisors
New York
$28.8M
SFS
169
Security Financial Services
Indiana
$28.5M
MFG
170
Merit Financial Group
Georgia
$28.4M
DSA
171
Droms Strauss Advisors
Missouri
$27.9M
Financial Engines Advisors
172
Financial Engines Advisors
California
$27.9M
DA
173
Detalus Advisors
Missouri
$27.4M
BCM
174
Brookstone Capital Management
Illinois
$27.1M
SFI
175
SPC Financial Inc
Maryland
$27.1M