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
IWN
1451
Independent Wealth Network
Iowa
$403K -$11.4K -99 -3%
Loomis, Sayles & Company
1452
Loomis, Sayles & Company
Massachusetts
$403K +$95.9K +834 +33%
FFA
1453
Founders Financial Alliance
North Carolina
$402K +$61.1K +531 +19%
SFS
1454
Stiles Financial Services
Minnesota
$399K
GCM
1455
G2 Capital Management
Ohio
$397K
ACG
1456
Allen Capital Group
Nebraska
$397K
MCIA
1457
Mountain Capital Investment Advisors
Colorado
$396K +$19.7K +171 +6%
SIC
1458
Samalin Investment Counsel
New York
$395K -$12.7K -110 -3%
RPCA
1459
Running Point Capital Advisors
California
$395K
NSG
1460
Nalls Sherbakoff Group
Tennessee
$394K +$115 +1 +0%
PFA
1461
Portland Financial Advisors
New York
$394K
FDS
1462
Freedom Day Solutions
Texas
$394K -$115 -1 -0%
BSG
1463
Black Swift Group
Colorado
$393K -$20.6K -179 -5%
BPFA
1464
Barnes Pettey Financial Advisors
Mississippi
$392K +$132K +1,150 +55%
SFC
1465
Swisher Financial Concepts
Ohio
$392K -$21K -183 -5%
FSWA
1466
Financial Synergies Wealth Advisors
Texas
$391K -$139K -1,210 -27%
SPWM
1467
Schrum Private Wealth Management
Florida
$391K +$115 +1 +0%
LSA
1468
L & S Advisors
California
$390K
PAWA
1469
Palo Alto Wealth Advisors
California
$388K +$360K +3,133 New
BHPW
1470
Beverly Hills Private Wealth
California
$388K -$114K -992 -24%
PWP
1471
Prasad Wealth Partners
Ohio
$388K +$460 +4 +0.1%
FSC
1472
Full Sail Capital
Oklahoma
$387K
CT
1473
Caldwell Trust
Florida
$387K -$24.2K -210 -6%
MIP
1474
Marietta Investment Partners
Wisconsin
$387K +$369K +3,205 New
KHCM
1475
Kirtland Hills Capital Management
Ohio
$386K

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.