We are live on ! Find out more
IVW icon

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
SW
426
Simplicity Wealth
New Jersey
$7.14M -$6.29M -54,656 -48%
AWP
427
Ascent Wealth Partners
New York
$7.09M -$188K -1,636 -3%
TCG
428
Transcendent Capital Group
Oklahoma
$7.08M +$554K +4,816 +9%
LWA
429
Lifelong Wealth Advisors
Minnesota
$6.96M -$44.1K -383 -0.7%
LWP
430
Laurel Wealth Planning
Minnesota
$6.94M -$51.6K -449 -0.8%
PFS
431
Prospera Financial Services
Texas
$6.9M +$221K +1,918 +3%
LF
432
Lantz Financial
Illinois
$6.9M +$347K +3,014 +6%
MCCA
433
Mill Creek Capital Advisors
Pennsylvania
$6.88M
CWAG
434
Compton Wealth Advisory Group
Virginia
$6.87M +$38.6K +336 +0.6%
CWM
435
Cahaba Wealth Management
Georgia
$6.85M -$338K -2,936 -5%
SVWG
436
Shared Vision Wealth Group
United States
$6.82M -$134K -1,162 -2%
FFA
437
First Foundation Advisors
California
$6.82M +$646K +5,613 +11%
NL
438
NWAM LLC
Washington
$6.79M -$533K -4,636 -8%
RWM
439
RKL Wealth Management
Pennsylvania
$6.78M -$1.07M -9,264 -14%
NCM
440
Narwhal Capital Management
Georgia
$6.76M
SFC
441
Summit Financial Consulting
Michigan
$6.71M +$6.39M +55,552 New
SFS
442
Sharp Financial Services
Pennsylvania
$6.68M -$19.9M -172,876 -76%
GAM
443
Gotham Asset Management
New York
$6.67M +$4.99M +43,350 +364%
TFA
444
Tobias Financial Advisors
Florida
$6.65M -$63.7K -554 -1%
EWM
445
Evercore Wealth Management
New York
$6.64M
SNWA
446
Siligmueller & Norvid Wealth Advisors
Illinois
$6.63M +$5M +43,470 +380%
RFA
447
Rollins Financial Advisors
New York
$6.62M -$9.32K -81 -0.1%
BWMG
448
Barnes Wealth Management Group
California
$6.55M -$531K -4,620 -8%
GIM
449
Goelzer Investment Management
Indiana
$6.54M -$1.6M -13,945 -20%
DBIA
450
Dumont & Blake Investment Advisors
New Jersey
$6.54M -$53.8K -468 -0.9%

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.