We are live on ! Find out more
IVW icon

iShares S&P 500 Growth ETF

2,066 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 231 funds opening new positions, 679 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 63

20% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $18.5M

14% more funds holding in top 10

Funds holding in top 10: 193220 (+27)

7% more funds holding

Funds holding: 1,9332,066 (+133)

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.25B)

0.78% more ownership

Funds ownership: 73.04%73.82% (+0.78%)

9% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 747

Holders
2,066
Holders Change
+133
Holders Change %
+6.88%
% of All Funds
25.14%
Holding in Top 10
220
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+13.99%
% of All Funds
2.68%
New
231
Increased
679
Reduced
747
Closed
63
Calls
$22.2M
Puts
$18.5M
Net Calls
+$3.67M
Net Calls Change
-$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
2001
DecisionPoint Financial
Arizona
$32.7K
HR
2002
Howe & Rusling
New York
$31.7K +$122 +1 +0.4%
FCMT
2003
Founders Capital Management (Texas)
Texas
$31.2K +$367 +3 +1%
NL
2004
NorthAvenue LLC
Ohio
$29.4K +$29.3K +239 New
VWA
2005
Valued Wealth Advisors
Utah
$29.1K -$37.1K -303 -56%
CB
2006
Centennial Bank
Arkansas
$28.8K
MFA
2007
Morling Financial Advisors
California
$28.8K
DCM
2008
Davis Capital Management
Florida
$28.5K
TPBG
2009
Turning Point Benefit Group
Maryland
$28.2K
ME
2010
McIlrath & Eck
Washington
$28K
DRP
2011
Decker Retirement Planning
Utah
$27.8K +$27.5K +225 New
FNWA
2012
Financial Network Wealth Advisors
Utah
$27.7K +$17.5K +143 +174%
TCA
2013
Trifecta Capital Advisors
Illinois
$27.1K
HIIFS
2014
Harel Insurance Investments & Financial Services
Israel
$27K
SFG
2015
Strive Financial Group
Indiana
$25.9K +$25.7K +210 New
CCMI
2016
Creative Capital Management Investments
California
$24.7K
GWSG
2017
GPS Wealth Strategies Group
Colorado
$22.9K -$175K -1,429 -88%
BWM
2018
Benson Wealth Management
Tennessee
$22.7K +$22.5K +184 New
AIS
2019
Advocate Investing Services
Maryland
$20.2K +$20.1K +164 New
EPG
2020
Estate Planners Group
Pennsylvania
$20.2K +$20.1K +164 New
TWM
2021
Timmons Wealth Management
Massachusetts
$19.8K +$19.6K +160 New
NA
2022
Networth Advisors
Pennsylvania
$18.7K +$18.6K +152 New
NWS
2023
Nvest Wealth Strategies
Ohio
$18.6K +$18.5K +151 New
PP
2024
Pacifica Partners
Canada
$18.5K
VDBMI
2025
Van Den Berg Management I
Texas
$18.5K +$18.4K +150 New