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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
IWM
501
IHT Wealth Management
Illinois
$5.3M -$75.9K -660 -1%
TF
502
TME Financial
California
$5.29M +$125K +1,083 +3%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$5.25M -$22.3K -194 -0.4%
FPAS
504
Focus Partners Advisor Solutions
Missouri
$5.2M +$229K +1,989 +5%
NPT
505
National Philanthropic Trust
Pennsylvania
$5.14M
DT
506
Diversified Trust
Tennessee
$5.14M +$3.5M +30,463 +251%
FRA
507
FFG Retirement Advisors
Colorado
$5.13M -$1.29M -11,184 -21%
MFC
508
Morris Financial Concepts
South Carolina
$5.12M -$5.06K -44 -0.1%
RFA
509
RTD Financial Advisors
Pennsylvania
$5.09M -$71.5K -622 -1%
WP
510
Wealthspan Partners
Iowa
$5.09M -$52.6K -457 -1%
C
511
Croban
Ohio
$5.06M +$1.65M +14,317 +52%
AMG
512
Asset Management Group
Connecticut
$5.06M -$370K -3,217 -7%
Calamos Advisors
513
Calamos Advisors
Illinois
$5.06M -$649K -5,645 -12%
MWA
514
Meridian Wealth Advisors
Texas
$5.04M +$2.06M +17,896 +75%
TF
515
Theory Financial
Colorado
$5.02M -$377K -3,282 -7%
VWM
516
Valley Wealth Managers
New Jersey
$5M -$150K -1,306 -3%
NFG
517
Nations Financial Group
Iowa
$4.98M +$281K +2,445 +6%
DWP
518
Daymark Wealth Partners
Ohio
$4.88M +$220K +1,914 +5%
CAM
519
Concorde Asset Management
Michigan
$4.87M +$4.62M +40,174 New
OFG
520
Oxford Financial Group
Indiana
$4.87M +$139K +1,212 +3%
DWT
521
Dorsey & Whitney Trust
South Dakota
$4.86M -$72.7K -632 -2%
GT
522
Glenview Trust
Kentucky
$4.85M -$38.8K -337 -0.8%
RWS
523
Retirement Wealth Solutions
Wisconsin
$4.84M +$497K +4,320 +12%
GLLW
524
Graves Light Lenhart Wealth
Virginia
$4.84M -$529K -4,600 -10%
FA
525
Faithward Advisors
Pennsylvania
$4.75M +$56.8K +494 +1%

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.