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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
IWC
151
Integrated Wealth Concepts
Massachusetts
$31M -$29.7M -258,380 -50%
SWP
152
ShoreHaven Wealth Partners
New Jersey
$30.8M +$554K +4,821 +2%
PFA
153
Pettinga Financial Advisors
Indiana
$30.8M -$622K -5,409 -2%
SFA
154
Sequoia Financial Advisors
Ohio
$30.7M -$48.2K -419 -0.2%
GRP
155
Global Retirement Partners
California
$30.6M +$1.43M +12,409 +5%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$30.6M +$517K +4,495 +2%
Charles Schwab
157
Charles Schwab
California
$30.5M -$7.19M -62,532 -20%
CFA
158
Cahill Financial Advisors
Minnesota
$30.3M -$939K -8,162 -3%
SFO
159
Stokes Family Office
Louisiana
$30.3M -$2.24M -19,473 -7%
HGWM
160
Horst & Graben Wealth Management
Oregon
$30M -$758K -6,591 -3%
BPA
161
Beacon Pointe Advisors
California
$30M -$3.57M -31,040 -11%
KL
162
KWMG LLC
Kansas
$29.7M +$149K +1,297 +0.5%
TPCW
163
TD Private Client Wealth
New York
$29.6M -$3.58M -31,128 -11%
CAG
164
Csenge Advisory Group
Florida
$29.5M -$640K -5,563 -2%
KPWS
165
Kestra Private Wealth Services
Texas
$29.4M +$1.7M +14,743 +6%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$29.1M
AWMG
167
ADG Wealth Management Group
Louisiana
$29.1M -$254K -2,209 -0.9%
HFA
168
High Falls Advisors
New York
$28.8M -$1.53M -13,305 -5%
SFS
169
Security Financial Services
Indiana
$28.5M -$966K -8,403 -3%
MFG
170
Merit Financial Group
Georgia
$28.4M +$538K +4,680 +2%
DSA
171
Droms Strauss Advisors
Missouri
$27.9M -$1.94M -16,861 -7%
Financial Engines Advisors
172
Financial Engines Advisors
California
$27.9M -$2.31M -20,057 -8%
DA
173
Detalus Advisors
Missouri
$27.4M -$615K -5,347 -2%
BCM
174
Brookstone Capital Management
Illinois
$27.1M +$1.09M +9,499 +4%
SFI
175
SPC Financial Inc
Maryland
$27.1M -$511K -4,440 -2%

IVW Hedge Fund Activity: Q3 2025 in Review

1,934 of the 7,619 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.