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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
FWA
476
Flagship Wealth Advisors
Massachusetts
$5.98M +$1.21M +10,534 +27%
BMCM
477
Bryn Mawr Capital Management
Pennsylvania
$5.95M -$260K -2,261 -4%
JHCP
478
Jackson Hole Capital Partners
Oklahoma
$5.93M +$71.1K +618 +1%
SCM
479
Stordahl Capital Management
Colorado
$5.9M -$43.2K -376 -0.8%
AC
480
AlphaCore Capital
California
$5.81M -$33.9K -295 -0.6%
FF
481
Formulate Financial
Florida
$5.73M +$5.46M +47,437 New
XF
482
XML Financial
Maryland
$5.72M -$22K -191 -0.4%
FA
483
Flagstar Advisors
New York
$5.71M -$138K -1,200 -2%
GWAM
484
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.7M -$1.04M -9,040 -16%
HPM
485
Hoxton Planning & Management
West Virginia
$5.68M -$37.3K -324 -0.7%
AF
486
AtlasMark Financial
Texas
$5.68M +$1.78M +15,491 +49%
Tudor Investment Corp
487
Tudor Investment Corp
Connecticut
$5.66M +$5.39M +46,881 New
BIM
488
Bridges Investment Management
Nebraska
$5.63M -$26.3K -229 -0.5%
EE
489
EWG Elevate
California
$5.61M +$4.96M +43,087 +1,262%
SFS
490
Sowell Financial Services
Arkansas
$5.59M -$13.2K -115 -0.2%
CAM
491
Carret Asset Management
New York
$5.56M +$106K +923 +2%
BBHC
492
Brown Brothers Harriman & Co
New York
$5.54M +$72.2K +628 +1%
AWE
493
Avidian Wealth Enterprises
Texas
$5.49M +$795K +6,913 +18%
TWP
494
Total Wealth Planning
Ohio
$5.47M -$399K -3,465 -7%
RWS
495
Resolute Wealth Strategies
Mississippi
$5.44M -$29.9K -260 -0.6%
RWRC
496
R.W. Roge & Company
New York
$5.42M -$137K -1,193 -3%
TNB
497
Thomasville National Bank
Georgia
$5.41M -$31.3K -272 -0.6%
WPC
498
Waters Parkerson & Co
Louisiana
$5.4M
WAG
499
Winthrop Advisory Group
Massachusetts
$5.36M -$8.97K -78 -0.2%
KFA
500
Kapstone Financial Advisors
Ohio
$5.35M +$439K +3,813 +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.