IVW icon

iShares S&P 500 Growth ETF

1,899 hedge funds and large institutions have $48.1B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 593 increasing their positions, 753 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:

0.99% less ownership

Funds ownership: 73.57%72.58% (-0.99%)

4% less funds holding in top 10

Funds holding in top 10: 197189 (-8)

21% less repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 753

Holders
1,899
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
189
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
MSWA
1876
Marshall & Sterling Wealth Advisors
New York
$10.4K
MBFW
1877
Morton Brown Family Wealth
Pennsylvania
$9.9K
FNWA
1878
Financial Network Wealth Advisors
Utah
$9.9K
FGAM
1879
Financial Gravity Asset Management
Texas
$9.78K
AFWM
1880
Abich Financial Wealth Management
Virginia
$9.66K
CJ
1881
Caitlin John
Michigan
$9.29K
GWM
1882
Grand Wealth Management
Michigan
$9.14K
VCM
1883
Viewpoint Capital Management
Washington
$8.81K
HHGA
1884
Halbert Hargrove Global Advisors
California
$8.57K
MDA
1885
Minot DeBlois Advisors
Massachusetts
$7.85K
PAG
1886
Paladin Advisory Group
Iowa
$7.85K
ETC
1887
Exchange Traded Concepts
Oklahoma
$7.61K
RCM
1888
Richardson Capital Management
Wisconsin
$7.61K
CFG
1889
Chapman Financial Group
Hawaii
$7.12K
TSMHT
1890
Thurston Springer Miller Herd & Titak
Indiana
$6.4K
WB
1891
Webster Bank
Connecticut
$5.92K
TWM
1892
Tripletail Wealth Management
Florida
$5.68K
CCC
1893
Chelsea Counsel Company
California
$5.55K
NFSG
1894
Newbridge Financial Services Group
Florida
$4.83K
FS
1895
Financially Speaking
Colorado
$4.1K
DFA
1896
DHJJ Financial Advisors
Illinois
$3.38K
NC
1897
North Capital
Utah
$3.17K
VNA
1898
Valley National Advisers
Pennsylvania
$2K
AIM
1899
Arcadia Investment Management
Michigan
$1.57K
SWIM
1900
Smallwood Wealth Investment Management
New Jersey
$965