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
PMFA
1276
Plante Moran Financial Advisors
Michigan
$590K
CWA
1277
Crux Wealth Advisors
California
$590K -$35.7K -310 -6%
4WM
1278
49 Wealth Management
Texas
$589K -$192K -1,673 -26%
LWM
1279
Level Wealth Management
North Carolina
$589K
PNAA
1280
Pictet North America Advisors
Switzerland
$588K
TCOT
1281
Trust Company of Toledo
Ohio
$588K
BWL
1282
Bogart Wealth LLC
Virginia
$587K +$115 +1 +0%
JWM
1283
JGP Wealth Management
Oregon
$586K -$129K -1,121 -19%
MSFS
1284
Main Street Financial Solutions
Pennsylvania
$583K +$44.1K +383 +9%
SWA
1285
SFMG Wealth Advisors
Texas
$581K +$8.86K +77 +2%
PWMAG
1286
Pinnacle Wealth Management Advisory Group
New Jersey
$581K
FWM
1287
FLP Wealth Management
Arkansas
$580K -$235K -2,042 -30%
S
1288
Sachetta
Massachusetts
$580K -$10.5K -91 -2%
FF
1289
Francis Financial
$574K +$4.6K +40 +0.8%
BAM
1290
BOS Asset Management
Illinois
$574K
BFAG
1291
Blackston Financial Advisory Group
Florida
$573K -$4.95K -43 -0.9%
BTWM
1292
Baker Tilly Wealth Management
Wisconsin
$573K +$10.1K +88 +2%
HFS
1293
Howard Financial Services
Texas
$571K +$575 +5 +0.1%
VWA
1294
Visionary Wealth Advisors
Illinois
$571K +$1.96K +17 +0.4%
VH
1295
Visionary Horizons
Tennessee
$570K +$543K +4,723 New
OCM
1296
Objective Capital Management
Ohio
$569K
SCM
1297
Seascape Capital Management
New Hampshire
$569K
WWM
1298
WT Wealth Management
Arizona
$568K
CCA
1299
Childress Capital Advisors
Texas
$568K
OCFG
1300
O'Connor Financial Group
Illinois
$567K -$3.22K -28 -0.6%

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.