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iShares S&P 500 Growth ETF

1,934 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 603 increasing their positions, 764 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 55

42% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.7M

9% more capital invested

Capital invested by funds: $44.6B → $48.4B (+$3.83B)

3% more funds holding

Funds holding: 1,8831,934 (+51)

0.85% less ownership

Funds ownership: 73.89%73.04% (-0.85%)

2% less funds holding in top 10

Funds holding in top 10: 197193 (-4)

21% less repeat investments, than reductions

Existing positions increased: 603 | Existing positions reduced: 764

Holders
1,934
Holders Change
+51
Holders Change %
+2.71%
% of All Funds
25.38%
Holding in Top 10
193
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.03%
% of All Funds
2.53%
New
139
Increased
603
Reduced
764
Closed
55
Calls
$25.2M
Puts
$17.7M
Net Calls
+$7.51M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Apella Capital
Connecticut
$12.8M +$10.8M +94,219 +765%
CCFM
302
Clear Creek Financial Management
Washington
$12.7M -$2.54M -22,061 -17%
SP
303
Sherman Porfolios
Idaho
$12.6M -$730K -6,350 -6%
FAN
304
Financial Advisors Network
California
$12.6M -$61.8K -537 -0.5%
SWMP
305
Signature Wealth Management Partners
New Jersey
$12.5M +$282K +2,449 +2%
PWM
306
Perigon Wealth Management
California
$12.5M -$178K -1,547 -1%
HFW
307
Horizon Family Wealth
Illinois
$12.3M +$60K +522 +0.5%
PCA
308
Pallas Capital Advisors
Massachusetts
$12M +$247K +2,149 +2%
ONB
309
Old National Bancorp
Indiana
$12M +$2.46M +21,411 +27%
EFG
310
Ehrlich Financial Group
California
$11.9M +$131K +1,141 +1%
AllianceBernstein
311
AllianceBernstein
Tennessee
$11.9M +$220K +1,912 +2%
FFBTD
312
First Financial Bank - Trust Division
Ohio
$11.8M -$411K -3,575 -4%
AAS
313
Ameritas Advisory Services
Nebraska
$11.8M +$3.24M +28,137 +41%
HCM
314
Howard Capital Management
Georgia
$11.8M -$287K -2,498 -3%
FFWA
315
Forthright Family Wealth Advisory
Texas
$11.7M -$1.46M -12,671 -12%
HW
316
Hancock Whitney
Mississippi
$11.7M -$455K -3,952 -4%
KFP
317
KMG Fiduciary Partners
Ohio
$11.7M -$93.4K -812 -0.8%
ABC
318
Associated Banc-Corp
Wisconsin
$11.6M -$88.7K -771 -0.8%
GVAG
319
Great Valley Advisor Group
Delaware
$11.6M -$3.67M -31,929 -25%
GWM
320
Geneos Wealth Management
Colorado
$11.6M -$175K -1,519 -2%
MW
321
Maia Wealth
Colorado
$11.6M -$52K -452 -0.5%
FP
322
Financial Perspectives
Minnesota
$11.5M +$73.6K +640 +0.7%
PFG
323
Pacific Financial Group
Washington
$11.5M -$517K -4,491 -5%
AA
324
Ancora Advisors
Ohio
$11.5M +$497K +4,320 +5%
BWM
325
BKM Wealth Management
Wisconsin
$11.5M -$149K -1,296 -1%

IVW Hedge Fund Activity: Q3 2025 in Review

1,934 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2025, worth a combined $48.4B — up 8.6% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new IVW positions and 55 closed out — a net gain of 84 holders — while 603 added to existing stakes and 764 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $138M. The largest seller was Goldman Sachs, cutting an estimated $212M.

  • 1,934 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2025, up from 1,883 in Q2 2025.
  • Funds reported $48.4B of iShares S&P 500 Growth ETF stock for Q3 2025, up 8.6% quarter-over-quarter.
  • 139 funds opened new iShares S&P 500 Growth ETF positions in Q3 2025 and 55 closed out, a net change of +84 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $138M added.
  • The largest iShares S&P 500 Growth ETF seller in Q3 2025 was Goldman Sachs, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2025.