IVW icon

iShares S&P 500 Growth ETF

1,894 hedge funds and large institutions have $48B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 592 increasing their positions, 750 reducing their positions, and 53 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:

1.18% less ownership

Funds ownership: 73.57%72.39% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 197187 (-10)

21% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 750

Holders
1,894
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
187
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
FCG
1826
Financial Connections Group
California
$45K
BAM
1827
Bellevue Asset Management
Washington
$43K
BTD
1828
BankPlus Trust Department
Mississippi
$42.9K
OAJ
1829
Ogorek Anthony Joseph
New York
$42K
PP
1830
PFS Partners
New Jersey
$40.7K
FC
1831
Financial Consulate
Maryland
$40.6K
PCA
1832
Providence Capital Advisors
North Carolina
$39.1K
CWM
1833
Copia Wealth Management
Oregon
$36.2K
GG
1834
Gleason Group
Kentucky
$35.9K
GA
1835
GoalVest Advisory
New York
$35.3K
MFC
1836
Mechanics Financial Corp
Ohio
$35K
EPIME
1837
Evelyn Partners Investment Management (Europe)
$34.4K
OWP
1838
ORG Wealth Partners
Texas
$33.6K
CAM
1839
Chesapeake Asset Management
New York
$33.3K
DF
1840
DecisionPoint Financial
Arizona
$32.1K
HR
1841
Howe & Rusling
New York
$31.1K
DWM
1842
Darwin Wealth Management
Florida
$31K
FCMT
1843
Founders Capital Management (Texas)
Texas
$30.2K
MFA
1844
Morling Financial Advisors
California
$28.2K
CB
1845
Centennial Bank
Arkansas
$28.2K
DCM
1846
Davis Capital Management
Florida
$27.9K
TPBG
1847
Turning Point Benefit Group
Maryland
$27.8K
ME
1848
McIlrath & Eck
Washington
$27.4K
HIIFS
1849
Harel Insurance Investments & Financial Services
Israel
$27K
TCA
1850
Trifecta Capital Advisors
Illinois
$26.6K