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
BC
1426
Burney Company
Virginia
$424K
ATWA
1427
Arbor Trust Wealth Advisors
Michigan
$423K +$460 +4 +0.1%
TL
1428
Tradewinds LLC
North Carolina
$422K -$1.94M -16,845 -83%
LI
1429
LifeWealth Investments
Florida
$421K +$401K +3,486 New
WMA
1430
William Mack & Associates
Michigan
$420K -$23.9K -208 -6%
KA
1431
Klingman & Associates
New York
$420K
WH
1432
Willner & Heller
California
$420K -$1.5K -13 -0.4%
HSWM
1433
Hubbell Strickland Wealth Management
Louisiana
$419K +$460 +4 +0.1%
TC
1434
Truvestments Capital
Florida
$419K +$25.8K +224 +7%
AFG
1435
Allegheny Financial Group
Pennsylvania
$417K
HWMO
1436
Heritage Wealth Management (Ohio)
Ohio
$417K +$397K +3,455 New
SFA
1437
Salus Financial Advisors
Colorado
$415K
PIM
1438
Pullen Investment Management
Florida
$414K
SFGP
1439
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$414K
ISL
1440
Ingalls & Snyder LLC
New York
$412K
FWWM
1441
Fiscal Wisdom Wealth Management
Connecticut
$411K +$393K +3,413 New
NS
1442
NBC Securities
Alabama
$411K
AWM
1443
Activest Wealth Management
Florida
$410K +$391K +3,397 New
PGA
1444
Portland Global Advisors
Maine
$410K
PFA
1445
Petra Financial Advisors
Colorado
$408K -$6.21K -54 -2%
LFG
1446
Lockerman Financial Group
California
$407K +$16.4K +143 +4%
AWM
1447
Affinity Wealth Management
Delaware
$406K +$38.3K +333 +11%
DJSG
1448
D.J. St. Germain
Massachusetts
$406K +$338K +2,940 +695%
RWM
1449
RMG Wealth Management
Wisconsin
$405K
TA
1450
TruWealth Advisors
Louisiana
$405K

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.