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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
TWP
776
Tempus Wealth Planning
California
$2.07M +$171K +1,484 +9%
AC
777
AWM Capital
Arizona
$2.07M
SWA
778
Sax Wealth Advisors
New Jersey
$2.06M -$109K -944 -5%
BWS
779
Buck Wealth Strategies
Colorado
$2.06M -$7.33M -63,745 -79%
SAM
780
Smartleaf Asset Management
Massachusetts
$2.05M -$103K -899 -5%
HIM
781
Hanlon Investment Management
New Jersey
$2.05M +$567K +4,932 +41%
MSWMA
782
Market Street Wealth Management Advisors
Indiana
$2.05M -$13.5K -117 -0.7%
PPW
783
PACK Private Wealth
Minnesota
$2.04M -$2.99K -26 -0.2%
BC
784
Bowman & Company
Wisconsin
$2.03M -$53.9K -469 -3%
HA
785
Helium Advisors
Washington
$2.02M -$143K -1,241 -7%
VVP
786
Venture Visionary Partners
Ohio
$2.02M -$25.9K -225 -1%
ESB
787
Essex Savings Bank
Connecticut
$2.02M -$14.1K -123 -0.7%
EW
788
Evoke Wealth
California
$2.02M +$485K +4,219 +34%
BFS
789
Bradley Foster & Sargent
Connecticut
$2.02M +$56.6K +492 +3%
FCAS
790
First Command Advisory Services
Texas
$2.02M -$71.7K -623 -4%
FLPIM
791
F.L. Putnam Investment Management
Massachusetts
$2.01M -$25.6K -223 -1%
BFS
792
Burkett Financial Services
South Carolina
$2.01M -$126K -1,095 -6%
SWA
793
Strategies Wealth Advisors
Michigan
$2.01M -$666K -5,793 -26%
SPWG
794
Syntegra Private Wealth Group
Missouri
$2M +$8.4K +73 +0.4%
Fisher Asset Management
795
Fisher Asset Management
Washington
$2M +$528K +4,592 +38%
GS
796
GTS Securities
New York
$2M +$1.9M +16,543 New
VPIM
797
Vanguard Personalized Indexing Management
California
$1.99M +$141K +1,222 +8%
PIA
798
Perennial Investment Advisors
California
$1.99M -$81.3K -707 -4%
MSWM
799
McGlone Suttner Wealth Management
Wisconsin
$1.99M +$345 +3 +0%
ACM
800
Advisors Capital Management
New Jersey
$1.99M +$57K +496 +3%

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.