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
TI
626
Truepoint Inc
Ohio
$3.43M +$1.09M +9,471 +50%
PA
627
Pinnacle Associates
New York
$3.43M -$459K -3,995 -12%
EFS
628
Essex Financial Services
Connecticut
$3.43M -$85.7K -745 -3%
EWA
629
EverSource Wealth Advisors
Alabama
$3.43M +$312K +2,711 +11%
SPC
630
Spirepoint Private Client
Florida
$3.41M +$32.7K +284 +1%
RL
631
Rogco LP
Oklahoma
$3.4M -$338K -2,941 -9%
PCA
632
Prosperity Capital Advisors
Ohio
$3.38M +$406K +3,528 +14%
TNBTD
633
Trustmark National Bank Trust Department
Mississippi
$3.38M -$4.43M -38,500 -58%
JFG
634
JMG Financial Group
Illinois
$3.38M
RhumbLine Advisers
635
RhumbLine Advisers
Massachusetts
$3.37M
ICP
636
Interchange Capital Partners
Pennsylvania
$3.31M -$149K -1,294 -5%
BFO
637
Boston Family Office
Massachusetts
$3.31M
AWA
638
A4 Wealth Advisors
North Carolina
$3.3M +$3.14M +27,307 New
CA
639
Calton & Associates
Florida
$3.29M +$299K +2,598 +11%
RPC
640
Rossmore Private Capital
Connecticut
$3.28M
PCH
641
PGIM Custom Harvest
New Jersey
$3.27M -$19.9K -173 -0.6%
ANTB
642
AMG National Trust Bank
Colorado
$3.27M -$26.9K -234 -0.9%
NW
643
NewEdge Wealth
Pennsylvania
$3.27M +$46.2K +402 +2%
AB
644
Atlas Brown
Kentucky
$3.26M -$57.2K -497 -2%
CB
645
Cadence Bank
Mississippi
$3.26M -$25.9K -225 -0.8%
AWM
646
Alterna Wealth Management
Texas
$3.21M -$55.3K -481 -2%
BCG
647
Breakwater Capital Group
New Jersey
$3.18M -$38.6K -336 -1%
MCC
648
Money Concepts Capital
Florida
$3.18M +$558K +4,851 +23%
RIS
649
Retirement Income Solutions
Michigan
$3.18M -$16.6K -144 -0.5%
KFI
650
Key Financial Inc
Pennsylvania
$3.16M -$2.76K -24 -0.1%

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.