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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
Jones Financial Companies
26
Jones Financial Companies
Missouri
$337M +$6.01M +52,226 +2%
RFC
27
Regions Financial Corp
Alabama
$332M -$4.15M -36,040 -1%
HWM
28
HB Wealth Management
Georgia
$291M +$15M +130,502 +6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$260M -$10.6M -92,503 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$252M +$9.07M +78,821 +4%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$246M -$1.28M -11,099 -0.5%
HighTower Advisors
32
HighTower Advisors
Illinois
$241M +$14.1M +122,450 +7%
SW
33
SoFi Wealth
California
$230M -$3.4M -29,595 -2%
FIA
34
Foundations Investment Advisors
Arizona
$228M +$6.7M +58,220 +3%
NA
35
NewEdge Advisors
Louisiana
$208M +$6.79M +59,039 +4%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$203M +$2.49M +21,613 +1%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$199M +$2.62M +22,779 +1%
SPIA
38
Steward Partners Investment Advisory
New York
$189M +$91.9M +799,265 +105%
HNB
39
Huntington National Bank
Ohio
$184M
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$174M +$110M +955,862 +197%
SA
41
Sanctuary Advisors
Indiana
$158M -$5.72M -49,722 -4%
MGIA
42
Moneta Group Investment Advisors
Missouri
$156M +$3.46M +30,050 +2%
JC
43
JB Capital
Connecticut
$145M +$310K +2,696 +0.2%
Truist Financial
44
Truist Financial
North Carolina
$141M -$2.73M -23,720 -2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$138M +$1.69M +14,698 +1%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$135M -$5.76M -50,087 -4%
MCM
47
MAI Capital Management
Ohio
$134M -$287K -2,498 -0.2%
CWM
48
Calamos Wealth Management
Illinois
$134M +$2.82M +24,492 +2%
UCFA
49
United Capital Financial Advisors
Texas
$129M -$3.81M -33,098 -3%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$128M -$638K -5,548 -0.5%

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.