IVW icon

iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 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:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
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

Top Sellers

1 -$222M
2 -$176M
3 -$126M
4
Wells Fargo
Wells Fargo
California
-$76.5M
5
Morgan Stanley
Morgan Stanley
New York
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
ShoreHaven Wealth Partners
New Jersey
$30.8M
PFA
152
Pettinga Financial Advisors
Indiana
$30.8M
SFA
153
Sequoia Financial Advisors
Ohio
$30.7M
GRP
154
Global Retirement Partners
California
$30.6M
Natixis Advisors
155
Natixis Advisors
Massachusetts
$30.6M
Charles Schwab
156
Charles Schwab
California
$30.5M
CFA
157
Cahill Financial Advisors
Minnesota
$30.3M
SFO
158
Stokes Family Office
Louisiana
$30.3M
HGWM
159
Horst & Graben Wealth Management
Oregon
$30M
BPA
160
Beacon Pointe Advisors
California
$30M
KL
161
KWMG LLC
Kansas
$29.7M
TPCW
162
TD Private Client Wealth
New York
$29.6M
CAG
163
Csenge Advisory Group
Florida
$29.5M
KPWS
164
Kestra Private Wealth Services
Texas
$29.4M
HSBC Holdings
165
HSBC Holdings
United Kingdom
$29.1M
AWMG
166
ADG Wealth Management Group
Louisiana
$29.1M
HFA
167
High Falls Advisors
New York
$28.8M
SFS
168
Security Financial Services
Indiana
$28.5M
MFG
169
Merit Financial Group
Georgia
$28.4M
DSA
170
Droms Strauss Advisors
Missouri
$27.9M
Financial Engines Advisors
171
Financial Engines Advisors
California
$27.9M
DA
172
Detalus Advisors
Missouri
$27.4M
BCM
173
Brookstone Capital Management
Illinois
$27.1M
SFI
174
SPC Financial Inc
Maryland
$27.1M
AWM
175
Avior Wealth Management
Nebraska
$26.9M