IVW icon

iShares S&P 500 Growth ETF

2,040 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 744 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:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
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
AA
1776
Aire Advisors
California
$241K
VWA
1777
VSM Wealth Advisory
Maryland
$240K
TI
1778
Tidal Investments
Wisconsin
$240K
CWM
1779
Centric Wealth Management
Illinois
$240K
DPW
1780
DiNuzzo Private Wealth
Pennsylvania
$239K
FBFS
1781
First Business Financial Services
Wisconsin
$238K
WIC
1782
Willis Investment Counsel
Georgia
$238K
BA
1783
Bluesphere Advisors
Pennsylvania
$238K
APW
1784
Axim Planning & Wealth
Ohio
$237K
PAW
1785
Plan A Wealth
Nebraska
$237K
IW
1786
Imprint Wealth
South Carolina
$236K
BTIM
1787
BancFirst Trust & Investment Management
Oklahoma
$235K
PGF
1788
Plan Group Financial
Oklahoma
$235K
FAG
1789
Fortitude Advisory Group
Washington
$234K
PWM
1790
Proathlete Wealth Management
Florida
$234K
ZBNA
1791
Zions Bancorporation, National Association
Utah
$233K
CC
1792
Chicago Capital
Illinois
$232K
RFG
1793
REAP Financial Group
Texas
$232K
MFPI
1794
Midwest Financial Partners Investments
Minnesota
$232K
PPWP
1795
Premier Path Wealth Partners
New Jersey
$232K
BMM
1796
Berkshire Money Management
Massachusetts
$231K
NPF
1797
Norris Perne & French
Michigan
$231K
CAM
1798
Covenant Asset Management
New Jersey
$230K
WTA
1799
Washington Trust Advisors
Massachusetts
$229K
TCM
1800
Tandem Capital Management
New Jersey
$228K