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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
CTC
1826
Corundum Trust Company
South Dakota
$96.6K +$92K +800 New
FLFS
1827
Family Legacy Financial Solutions
North Carolina
$92.9K +$80.1K +696 +941%
CCM
1828
Chilton Capital Management
Texas
$90.7K +$20.1K +175 +30%
NWMP
1829
Noble Wealth Management PBC
Colorado
$90.5K +$86.3K +750 New
CC
1830
Corsicana & Co
Texas
$88.8K +$84.7K +736 New
AP
1831
Aspect Partners
Virginia
$86.9K
TCM
1832
Tradewinds Capital Management
Washington
$85.5K -$11.4K -99 -12%
POIA
1833
Pin Oak Investment Advisors
Texas
$85K -$6.9K -60 -8%
AIC
1834
Archer Investment Corporation
Indiana
$82.3K +$115 +1 +0.1%
KWM
1835
Kiker Wealth Management
Georgia
$80.6K +$76.8K +668 New
FLP
1836
Financial Life Planners
Arizona
$80.1K +$76.4K +664 New
VWWMG
1837
Vermillion & White Wealth Management Group
Pennsylvania
$77.5K
Lazard Asset Management
1838
Lazard Asset Management
New York
$77.3K
HWA
1839
HHM Wealth Advisors
Tennessee
$76.1K +$17.1K +149 +31%
IWP
1840
IAG Wealth Partners
Wisconsin
$75.5K -$14.8K -129 -17%
NRG
1841
Nemes Rush Group
Michigan
$74K +$6.67K +58 +10%
UFPG
1842
United Financial Planning Group
New York
$73.9K +$66K +574 New
RF
1843
Roxbury Financial
New Jersey
$70K +$115 +1 +0.2%
WIM
1844
Westside Investment Management
California
$67K
CWP
1845
Concord Wealth Partners
Virginia
$66.6K +$115 +1 +0.2%
MPWT
1846
MassMutual Private Wealth & Trust
Connecticut
$66.4K -$47.3K -411 -43%
SC
1847
Sawyer & Company
Massachusetts
$66K
VWA
1848
Valued Wealth Advisors
Utah
$65.1K
CCM
1849
Cloud Capital Management
Washington
$65K +$62.1K +540 New
ATC
1850
Adirondack Trust Company
New York
$64.8K

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.