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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
LFG
1326
Larson Financial Group
Missouri
$539K +$59.6K +518 +13%
Kayne Anderson Rudnick Investment Management
1327
Kayne Anderson Rudnick Investment Management
California
$538K
BAMG
1328
Brand Asset Management Group
Missouri
$538K +$177K +1,538 +53%
T
1329
TrueFG
Texas
$536K
MFG
1330
MidWestOne Financial Group
Iowa
$535K
CFMC
1331
Curbstone Financial Management Corp
New Hampshire
$534K +$508K +4,420 New
BWM
1332
Brown Wealth Management
Illinois
$533K -$575 -5 -0.1%
WA
1333
Wealthstar Advisors
Texas
$532K -$15.4K -134 -3%
EPM
1334
Elm Partners Management
Pennsylvania
$531K +$506K +4,401 New
VCM
1335
Versant Capital Management
Arizona
$530K
CCM
1336
Condor Capital Management
New Jersey
$530K -$11.5K -100 -2%
RZH
1337
Relyea Zuckerberg Hanson
Connecticut
$528K
TWP
1338
TFO Wealth Partners
Ohio
$528K
BMWM
1339
Brown Miller Wealth Management
Virginia
$521K +$497K +4,320 New
CI
1340
CPR Investments
Michigan
$521K -$107K -930 -18%
IRC
1341
Investors Research Corp
Georgia
$520K +$94K +817 +23%
SSW
1342
Stone Summit Wealth
Florida
$520K -$16.3K -142 -3%
LB
1343
Legacy Bridge
Iowa
$520K
GI
1344
GLOBALT Investments
Georgia
$520K -$69K -600 -12%
HCWM
1345
Hidden Cove Wealth Management
Washington
$518K -$1.84K -16 -0.4%
BO
1346
Bank OZK
Arkansas
$517K
GPA
1347
Garrison Point Advisors
California
$513K +$47.3K +411 +11%
PP
1348
Patten & Patten
Tennessee
$511K +$227K +1,977 +88%
NEWAS
1349
N.E.W. Advisory Services
Wisconsin
$509K -$10.4K -90 -2%
ERIC
1350
Eagle Rock Investment Company
Georgia
$507K

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.