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
SFC
1951
Strategic Financial Concepts
Texas
-$434K -3,946 Closed
ACM
1952
AlphaStar Capital Management
North Carolina
-$398K -3,613 Closed
OMC
1953
Old Mission Capital
Illinois
-$349K -3,171 Closed
BW
1954
Basepoint Wealth
Iowa
-$346K -3,143 Closed
SWGC
1955
Summit Wealth Group (Colorado)
Colorado
-$340K -3,091 Closed
ACM
1956
Alpha Capital Management
Texas
-$322K -2,922 Closed
RFN
1957
RDA Financial Network
Iowa
-$309K -2,805 Closed
SIG
1958
Sargent Investment Group
Maryland
-$319K -2,790 Closed
PIA
1959
Pinion Investment Advisors
Kansas
-$305K -2,771 Closed
LMKC
1960
L.M. Kohn & Company
Ohio
-$303K -2,752 Closed
AIM
1961
Avity Investment Management
Connecticut
-$297K -2,695 Closed
AA
1962
Alpha Advisors
Virginia
-$295K -2,682 Closed
MCM
1963
Mainstay Capital Management
Michigan
-$292K -2,656 Closed
PWP
1964
Precedent Wealth Partners
Texas
-$285K -2,588 Closed
AL
1965
Aspiriant LLC
California
-$283K -2,570 Closed
APWA
1966
Atlas Private Wealth Advisors
New Jersey
-$280K -2,540 Closed
KF
1967
KKM Financial
Illinois
-$275K -2,500 Closed
FWP
1968
Forefront Wealth Partners
Texas
-$241K -2,373 Closed
SIMG
1969
Sonora Investment Management Group
Arizona
-$260K -2,360 Closed
MP
1970
McDonald Partners
Ohio
-$259K -2,348 Closed
FCM
1971
Fortis Capital Management
Washington
-$254K -2,306 Closed
FTUS
1972
Flow Traders U.S.
New York
-$244K -2,217 Closed
AWP
1973
Abacus Wealth Partners
California
-$207K -1,880 Closed
TWP
1974
Tyche Wealth Partners
Texas
-$203K -1,847 Closed
BMM
1975
Berkshire Money Management
Massachusetts
-$129K -1,171 Closed

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.