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iShares S&P 500 Growth ETF

1,882 hedge funds and large institutions have $44.6B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 578 increasing their positions, 762 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $9.89M

93% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 80

17% more capital invested

Capital invested by funds: $38.2B → $44.6B (+$6.32B)

5% more funds holding in top 10

Funds holding in top 10: 188197 (+9)

3% more funds holding

Funds holding: 1,8311,882 (+51)

0.02% more ownership

Funds ownership: 73.87%73.89% (+0.02%)

24% less repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 762

Holders
1,882
Holders Change
+51
Holders Change %
+2.79%
% of All Funds
24.78%
Holding in Top 10
197
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.79%
% of All Funds
2.59%
New
154
Increased
578
Reduced
762
Closed
80
Calls
$26.7M
Puts
$9.89M
Net Calls
+$16.8M
Net Calls Change
+$9.92M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$18.1M +$838K +8,469 +5%
LNWTC
227
Laird Norton Wetherby Trust Company
Washington
$18M -$83.6K -845 -0.5%
RFM
228
Royal Fund Management
Florida
$18M +$14.9M +150,838 +1,230%
FFN
229
Focus Financial Network
Minnesota
$17.9M -$2.6M -26,278 -14%
FAIM
230
Financial Advocates Investment Management
Washington
$17.7M -$5.34M -53,911 -25%
MFIM
231
Mesirow Financial Investment Management
Illinois
$17.6M -$361K -3,645 -2%
PCG
232
Prosperity Consulting Group
Maryland
$17.5M -$565K -5,709 -3%
DIP
233
DT Investment Partners
Pennsylvania
$17.2M
SFP
234
Sterling Financial Planning
New Jersey
$17.1M +$115K +1,165 +0.8%
AIM
235
Acropolis Investment Management
Missouri
$17.1M +$14.4K +145 +0.1%
CAL
236
Capital Advisors Ltd
Ohio
$17M -$29.2K -295 -0.2%
IC
237
IEQ Capital
California
$16.8M -$10.8M -109,007 -42%
SC
238
Savant Capital
Illinois
$16.7M +$2.74M +27,700 +22%
TPI
239
Trust Point Inc
Wisconsin
$16.7M -$9.9K -100 -0.1%
RA
240
Rodgers & Associates
Pennsylvania
$16.7M -$1.25M -12,649 -8%
TAM
241
TCP Asset Management
Ohio
$16.7M +$503K +5,086 +3%
MWM
242
McNaughton Wealth Management
California
$16.7M -$1.41M -14,250 -9%
MCM
243
M1 Capital Management
Michigan
$16.6M -$2.12M -21,409 -12%
Legacy Financial Group (Iowa)
244
Legacy Financial Group (Iowa)
Iowa
$16.6M -$765K -7,731 -5%
AssetMark Inc
245
AssetMark Inc
California
$16.5M +$1.8M +18,216 +14%
EL
246
EQ LLC
Washington
$16.4M +$11.4M +115,484 +346%
IW
247
Instrumental Wealth
Florida
$16.4M +$370K +3,743 +3%
COFSG
248
Carbahal Olsen Financial Services Group
California
$16.3M -$95.4K -964 -0.6%
KG
249
Kilter Group
New York
$16.3M -$1.16M -11,770 -7%
SL
250
SWMG LLC
Texas
$16.3M +$1.54M +15,510 +12%

IVW Hedge Fund Activity: Q2 2025 in Review

1,882 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2025, worth a combined $44.6B — up 17% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new IVW positions and 80 closed out — a net gain of 74 holders — while 578 added to existing stakes and 762 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $337M. The largest seller was Envestnet Asset Management, cutting an estimated $268M.

  • 1,882 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2025, up from 1,831 in Q1 2025.
  • Funds reported $44.6B of iShares S&P 500 Growth ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 154 funds opened new iShares S&P 500 Growth ETF positions in Q2 2025 and 80 closed out, a net change of +74 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2025 was Fidelity International, an estimated $337M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2025.