IVW icon

iShares S&P 500 Growth ETF

2,042 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 218 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 (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
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
AW
2026
Ankerstar Wealth
Texas
$9.98K
CJ
2027
Caitlin John
Michigan
$9.49K
HHGA
2028
Halbert Hargrove Global Advisors
California
$8.75K
PAG
2029
Paladin Advisory Group
Iowa
$8.01K
CFG
2030
Chapman Financial Group
Hawaii
$7.27K
MDA
2031
Minot DeBlois Advisors
Massachusetts
$6.16K
HICL
2032
Hamrick Investment Counsel, llc
Washington
$6.16K
WB
2033
Webster Bank
Connecticut
$6.04K
CCC
2034
Chelsea Counsel Company
California
$5.67K
HHCP
2035
Hilton Head Capital Partners
South Carolina
$5.05K
HWP
2036
Highline Wealth Partners
California
$4.07K
CW
2037
CrossGen Wealth
North Carolina
$3.94K
NL
2038
NVWM LLC
Pennsylvania
$3.58K
DFA
2039
DHJJ Financial Advisors
Illinois
$3.45K
ETS
2040
ESL Trust Services
New York
$3.21K
ETC
2041
Exchange Traded Concepts
Oklahoma
$2.96K
VNA
2042
Valley National Advisers
Pennsylvania
$2K
MI
2043
Motiv8 Investments
Florida
$290
BA
2044
Blueline Advisors
New Hampshire
$247
Manulife (Manufacturers Life Insurance)
2045
Manulife (Manufacturers Life Insurance)
Ontario, Canada
VPP
2046
Vertex Planning Partners
Illinois
ECA
2047
Elevation Capital Advisory
Oregon
WA
2048
Win Advisors
Florida
BJL
2049
Brighton Jones LLC
Washington
ATS
2050
Ashton Thomas Securities
New York