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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
CPG
526
Cornerstone Planning Group
New Jersey
$4.74M +$4.18M +36,315 +2,039%
MG
527
Mather Group
Illinois
$4.71M -$5.18K -45 -0.1%
SI
528
Stephens Inc
Arkansas
$4.66M -$69.8K -607 -2%
ST
529
Smithfield Trust
Pennsylvania
$4.65M -$32.3K -281 -0.7%
GVCM
530
Global View Capital Management
Wisconsin
$4.63M +$4.41M +38,357 New
EFG
531
Embree Financial Group
Illinois
$4.62M +$3.44M +29,926 +358%
SFM
532
Signet Financial Management
New Jersey
$4.59M +$417K +3,629 +11%
SCM
533
Saxony Capital Management
Missouri
$4.57M +$3.32M +28,837 +319%
MWM
534
Mission Wealth Management
California
$4.56M -$356K -3,096 -8%
VFA
535
Valeo Financial Advisors
Indiana
$4.55M +$401K +3,488 +10%
PAG
536
Private Advisory Group
Washington
$4.55M -$110K -957 -2%
SWP
537
SIMA Wealth Partners
Virginia
$4.55M -$79.2K -689 -2%
HT
538
Heritage Trust
Oklahoma
$4.55M -$7.48K -65 -0.2%
SC
539
Sierra Capital
Florida
$4.53M
JSL
540
JT Stratford LLC
Georgia
$4.53M +$29K +252 +0.7%
SF
541
SWP Financial
California
$4.49M +$64.8K +563 +2%
HIA
542
Harbor Investment Advisory
Maryland
$4.46M +$153K +1,328 +4%
CFS
543
Commonwealth Financial Services
West Virginia
$4.45M +$749K +6,510 +21%
SF
544
Summit Financial
New Jersey
$4.43M +$2.66M +23,128 +171%
SWA
545
Stratos Wealth Advisors
Ohio
$4.41M +$168K +1,465 +4%
GPWA
546
Great Point Wealth Advisors
Massachusetts
$4.41M +$4.2M +36,522 New
FWA
547
FSC Wealth Advisors
New York
$4.4M -$24.6K -214 -0.6%
PA
548
PFG Advisors
Arizona
$4.4M +$4.19M +36,423 New
C1AG
549
Client 1st Advisory Group
Florida
$4.38M +$484K +4,206 +13%
TCA
550
Transcend Capital Advisors
New Jersey
$4.37M -$184K -1,598 -4%

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.