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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
PWM
1476
Paulson Wealth Management
Illinois
$386K
SI
1477
Saxon Interests
Texas
$386K -$4.95K -43 -1%
RBC
1478
Roble Belko & Company
Pennsylvania
$386K
GC
1479
Grimes & Company
Massachusetts
$385K +$460 +4 +0.1%
WCM
1480
Wealthcare Capital Management
Virginia
$384K -$5.64K -49 -2%
PWPS
1481
Pinnacle Wealth Planning Services
Ohio
$384K
LPFG
1482
Landing Point Financial Group
Ohio
$384K
MHWM
1483
Montz Harcus Wealth Management
Louisiana
$383K +$345 +3 +0.1%
CTA
1484
Colonial Trust Advisors
South Carolina
$383K -$3.33K -29 -0.9%
LRIA
1485
Leonard Rickey Investment Advisors
Washington
$382K
IWS
1486
Integrity Wealth Solutions
Colorado
$382K -$1.03K -9 -0.3%
PPWM
1487
PFG Private Wealth Management
Florida
$382K +$364K +3,161 New
BCP
1488
Blue Chip Partners
Michigan
$381K -$115 -1 -0%
SRWM
1489
Shira Ridge Wealth Management
California
$378K +$1.61K +14 +0.4%
FIM
1490
Freedom Investment Management
Connecticut
$377K -$1.25M -10,849 -78%
FPCG
1491
Forum Private Client Group
Indiana
$377K
AIP
1492
ARS Investment Partners
New York
$377K +$87.6K +762 +32%
ZIG
1493
Zullo Investment Group
Pennsylvania
$377K
CWM
1494
Core Wealth Management
Florida
$374K
CPSAC
1495
Chas P. Smith & Associates (CPS)
Florida
$373K -$248K -2,152 -41%
TA
1496
TPG Advisors
Illinois
$367K
FWM
1497
FSR Wealth Management
Illinois
$365K -$8.51K -74 -2%
SMC
1498
Smith, Moore & Co
Missouri
$365K +$9.78K +85 +3%
FAT
1499
First American Trust
California
$365K
AA
1500
Advisory Alpha
Michigan
$363K +$38.9K +338 +13%

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.