IVW icon

iShares S&P 500 Growth ETF

1,869 hedge funds and large institutions have $44.5B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 573 increasing their positions, 758 reducing their positions, and 79 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: 1,8201,869 (+49)

0.01% more ownership

Funds ownership: 73.83%73.84% (+0.01%)

24% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 758

Holders
1,869
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
197
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
BSB
1726
Bangor Savings Bank
Maine
$159K
LWA
1727
Lowe Wealth Advisors
Maryland
$159K
GWSG
1728
GPS Wealth Strategies Group
Colorado
$151K
HAP
1729
Harbor Asset Planning
Massachusetts
$148K
CSWG
1730
Cardinal Strategic Wealth Guidance
Kentucky
$146K
CFFP
1731
Center for Financial Planning
Michigan
$145K
RTL
1732
Red Tortoise LLC
Georgia
$145K
CBT
1733
CoreFirst Bank & Trust
Kansas
$142K
IIL
1734
Insight Inv LLC
California
$141K
FWM
1735
FSA Wealth Management
Massachusetts
$130K
BMM
1736
Berkshire Money Management
Massachusetts
$129K
CT
1737
Clearstead Trust
Maine
$129K
WWM
1738
Wolff Wiese Magana
California
$128K
BFP
1739
Briaud Financial Planning
Texas
$126K
TFG
1740
Team Financial Group
California
$124K
RIA
1741
Realta Investment Advisors
Delaware
$124K
WTFG
1742
Wood Tarver Financial Group
Idaho
$121K
MAS
1743
MPWM Advisory Solutions
Georgia
$120K
PA
1744
Pineridge Advisors
Missouri
$120K
WBC
1745
West Branch Capital
Massachusetts
$119K
MIA
1746
Milestone Investment Advisors
Wisconsin
$118K
APW
1747
Aventura Private Wealth
Florida
$117K
PCM
1748
Perritt Capital Management
Illinois
$117K
BCCM
1749
Black Cypress Capital Management
Florida
$117K
BC
1750
Bulwark Capital
Florida
$115K