IVW icon

iShares S&P 500 Growth ETF

1,855 hedge funds and large institutions have $44.3B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 567 increasing their positions, 754 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 1,8091,855 (+46)

0.06% more ownership

Funds ownership: 73.56%73.61% (+0.06%)

25% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 754

Holders
1,855
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
195
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.7M
Puts
$9.89M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
201
Kelly Financial Services
Massachusetts
$20.5M
DWM
202
Dynasty Wealth Management
Florida
$20.4M
UB
203
UMB Bank
Missouri
$20.3M
KFSC
204
Keystone Financial Services (Colorado)
Colorado
$20.1M
FWP
205
FAS Wealth Partners
Kansas
$20.1M
IFS
206
Ifrah Financial Services
Arkansas
$20M
CIAS
207
CFS Investment Advisory Services
New Jersey
$19.8M
PFG
208
PAX Financial Group
Texas
$19.8M
CFO
209
Callan Family Office
Pennsylvania
$19.6M
TF
210
Trek Financial
Arizona
$19.6M
CAM
211
Cresset Asset Management
Illinois
$19.5M
EH
212
Equitable Holdings
New York
$19.4M
SIC
213
Sterling Investment Counsel
New York
$19.3M
VA
214
VestGen Advisors
Illinois
$19.3M
TWP
215
Triad Wealth Partners
Kansas
$19.2M
AFC
216
Adaptive Financial Consulting
Ohio
$19.2M
CA
217
CoreCap Advisors
Michigan
$19.1M
ISWM
218
Independent Solutions Wealth Management
New York
$18.9M
OAP
219
One Advisory Partners
Kansas
$18.8M
MAFA
220
MJT & Associates Financial Advisory
Minnesota
$18.7M
SAM
221
Silvercrest Asset Management
New York
$18.7M
Asset Management One
222
Asset Management One
Japan
$18.5M
SS
223
Sunbelt Securities
Texas
$18.4M
MWP
224
Meridian Wealth Partners
Pennsylvania
$18.1M
JIC
225
Johnson Investment Counsel
Ohio
$18.1M