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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
EAM
701
Evanson Asset Management
California
$2.58M -$11K -96 -0.4%
FPW
702
Fairvoy Private Wealth
Alabama
$2.55M -$1.61K -14 -0.1%
TLFA
703
True Link Financial Advisors
California
$2.54M -$113K -986 -4%
MWA
704
Merkkuri Wealth Advisors
New York
$2.52M +$66.1K +575 +3%
MGWM
705
Marks Group Wealth Management
Minnesota
$2.5M +$4.83K +42 +0.2%
OP
706
ORG Partners
Indiana
$2.5M +$509K +4,426 +29%
RIG
707
RiverFront Investment Group
Virginia
$2.49M
WAP
708
Wealthcare Advisory Partners
Pennsylvania
$2.48M -$60.8K -529 -3%
CG
709
Corundum Group
Colorado
$2.47M
IAIM
710
International Assets Investment Management
Florida
$2.47M
SFG
711
Sovereign Financial Group
Connecticut
$2.47M -$407K -3,543 -15%
LL
712
LPWM LLC
Minnesota
$2.47M +$161K +1,401 +7%
KWM
713
Kaydan Wealth Management
Michigan
$2.47M +$6.9K +60 +0.3%
NAS
714
Nicolet Advisory Services
Wisconsin
$2.46M +$115 +1 +0%
CWM
715
Cornerstone Wealth Management
Missouri
$2.45M +$345 +3 +0%
B
716
Bensler
Washington
$2.45M -$108K -936 -4%
HCM
717
Hicks Capital Management
Ohio
$2.45M +$115 +1 +0%
SPI
718
Sutton Place Investors
New York
$2.44M -$86.3K -750 -4%
PFG
719
Pinnacle Financial Group
Illinois
$2.44M
BNMT
720
Bawa N Mallick Trust
New York
$2.44M
HCP
721
Holt Capital Partners
Texas
$2.44M
RG
722
Rathbones Group
United Kingdom
$2.44M +$426K +3,700 +22%
BWP
723
Bernardo Wealth Planning
Pennsylvania
$2.44M
MWM
724
Marietta Wealth Management
Georgia
$2.41M +$30K +261 +1%
B
725
Bailard
California
$2.41M -$219K -1,905 -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.