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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
GWP
376
Gen-Wealth Partners
Michigan
$8.64M +$164K +1,423 +2%
EFG
377
Ethos Financial Group
Pennsylvania
$8.64M +$6.72M +58,424 +445%
CAI
378
Capital Advisors Inc
Oklahoma
$8.59M -$39.3K -342 -0.5%
BRWA
379
B. Riley Wealth Advisors
Florida
$8.57M -$52.7K -458 -0.6%
EPW
380
Endeavor Private Wealth
Kansas
$8.55M +$503K +4,373 +7%
HSWS
381
Higgins & Schmidt Wealth Strategies
Colorado
$8.48M -$197K -1,711 -2%
AC
382
Avestar Capital
New York
$8.48M -$383K -3,331 -5%
SIAS
383
Summit Investment Advisory Services
Minnesota
$8.46M -$39.3K -342 -0.5%
FMN
384
Financial Management Network
California
$8.46M -$183K -1,592 -2%
COCM
385
Charter Oak Capital Management
New Hampshire
$8.43M -$313K -2,720 -4%
AEPWM
386
Atlantic Edge Private Wealth Management
Florida
$8.41M +$79.9K +695 +1%
AC
387
Annandale Capital
Texas
$8.39M
SIA
388
Soltis Investment Advisors
Utah
$8.31M +$876K +7,617 +12%
AFP
389
Ausdal Financial Partners
Iowa
$8.2M +$6.59M +57,260 +539%
RSWM
390
Robertson Stephens Wealth Management
California
$8.13M -$2.93M -25,492 -27%
GM
391
GeoWealth Management
Illinois
$8.11M +$2.44M +21,189 +46%
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$8.07M +$4.52M +39,299 +143%
ACA
393
Ascension Capital Advisors
Texas
$8.02M +$20.5K +178 +0.3%
SC
394
Sapient Capital
Indiana
$8M
CFA
395
Camarda Financial Advisors
Florida
$7.88M -$2.62M -22,806 -26%
SGWM
396
Sterling Group Wealth Management
California
$7.86M -$262K -2,277 -3%
AG
397
AlTi Global
New York
$7.85M -$173K -1,500 -2%
VC
398
Vestor Capital
Illinois
$7.82M +$6.5M +56,516 +683%
BFG
399
Bleakley Financial Group
New Jersey
$7.81M -$92.7K -806 -1%
TPWA
400
Twin Peaks Wealth Advisors
California
$7.81M +$56.7K +493 +0.8%

IVW Hedge Fund Activity: Q3 2025 in Review

1,934 of the 7,620 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.