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
LI
51
LVZ Inc
Michigan
$124M +$19.2M +167,223 +19%
CC
52
Courier Capital
New York
$121M -$2.42M -21,064 -2%
Comerica Bank
53
Comerica Bank
Texas
$115M -$3.76M -32,681 -3%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$115M -$6.23M -54,132 -5%
US Bancorp
55
US Bancorp
Minnesota
$114M -$46.8M -407,108 -30%
Two Sigma Investments
56
Two Sigma Investments
New York
$108M -$43M -373,900 -29%
Kovitz Investment Group Partners
57
Kovitz Investment Group Partners
Illinois
$108M +$2.69M +23,402 +3%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$107M -$3.49M -30,360 -3%
MWM
59
Modern Wealth Management
Kansas
$104M -$25.9M -225,006 -21%
KeyBank National Association
60
KeyBank National Association
Ohio
$91.9M -$1.4M -12,130 -2%
AWMS
61
Advocacy Wealth Management Services
Georgia
$91.1M +$702K +6,101 +0.8%
Northern Trust
62
Northern Trust
Illinois
$88.3M +$18.5K +161 +0%
WIA
63
World Investment Advisors
California
$88.1M -$1.61M -14,026 -2%
MWM
64
Modera Wealth Management
New Jersey
$86.3M -$704K -6,120 -0.8%
AG
65
Ascent Group
Virginia
$83.7M -$4.57M -39,738 -5%
AWM
66
AE Wealth Management
Kansas
$83.7M +$3.14M +27,282 +4%
KAS
67
Kestra Advisory Services
Texas
$83.3M -$2.36M -20,514 -3%
MWA
68
Midland Wealth Advisors
Illinois
$82.1M -$52.6M -457,677 -40%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$81.8M +$1.54M +13,432 +2%
PAG
70
Private Advisor Group
New Jersey
$81.2M -$2.17M -18,852 -3%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$80.4M -$7.04M -61,227 -8%
Creative Planning
72
Creative Planning
Kansas
$78.5M +$960K +8,349 +1%
SL
73
Salomon & Ludwin
Virginia
$76.1M -$3.58M -31,137 -5%
SIA
74
Stegner Investment Associates
Kentucky
$76.1M -$619K -5,378 -0.8%
VA
75
Valmark Advisers
Ohio
$74.8M -$1.49M -12,967 -2%

IVW Hedge Fund Activity: Q3 2025 in Review

1,934 of the 7,619 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.