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iShares S&P 500 Growth ETF

1,831 hedge funds and large institutions have $38.2B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 662 increasing their positions, 706 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $11.6M

2% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 103

0.02% less ownership

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

6% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 706

2% less funds holding

Funds holding: 1,8691,831 (-38)

12% less funds holding in top 10

Funds holding in top 10: 214188 (-26)

15% less capital invested

Capital invested by funds: $45.1B → $38.2B (-$6.89B)

Holders
1,831
Holders Change
-38
Holders Change %
-2.03%
% of All Funds
24.55%
Holding in Top 10
188
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-12.15%
% of All Funds
2.52%
New
105
Increased
662
Reduced
706
Closed
103
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
251
Keebeck Wealth Management
Illinois
$14M +$2.2M +21,807 +17%
SL
252
Sentinus LLC
Illinois
$13.9M +$1.31M +13,008 +10%
Natixis Advisors
253
Natixis Advisors
Massachusetts
$13.9M +$1.13M +11,215 +8%
TWM
254
TSA Wealth Management
Texas
$13.9M +$396K +3,930 +3%
COFSG
255
Carbahal Olsen Financial Services Group
California
$13.8M -$163K -1,615 -1%
TAM
256
TCP Asset Management
Ohio
$13.6M +$337K +3,347 +2%
William Blair & Company
257
William Blair & Company
Illinois
$13.6M +$181K +1,791 +1%
SA
258
Scarborough Advisors
Maryland
$13.5M +$230K +2,277 +2%
IW
259
Instrumental Wealth
Florida
$13.5M +$409K +4,060 +3%
CPSC
260
Carl P. Sherr & Co
Massachusetts
$13.3M -$88.5K -878 -0.6%
RSWM
261
Robertson Stephens Wealth Management
California
$13.3M -$3.8M -37,703 -21%
FTS
262
Fifth Third Securities
Ohio
$13.2M +$1.18M +11,733 +9%
I
263
INVST
Indiana
$13.2M -$9.77M -96,916 -41%
AFG
264
Albion Financial Group
Utah
$13.1M +$13.5M +133,747 +1,832%
ATPW
265
Ashton Thomas Private Wealth
Arizona
$13M -$2.94M -29,123 -17%
RIA
266
Regal Investment Advisors
Michigan
$12.9M +$587K +5,822 +4%
VAS
267
Vestmark Advisory Solutions
Massachusetts
$12.8M +$13.9M +137,985 New
CA
268
CoreCap Advisors
Michigan
$12.7M +$927K +9,196 +7%
LIA
269
LBMC Investment Advisors
Tennessee
$12.4M -$820K -8,132 -6%
MA
270
Mutual Advisors
Nebraska
$12.2M -$1.21M -11,980 -8%
AssetMark Inc
271
AssetMark Inc
California
$12.2M +$1.01M +9,974 +8%
CF
272
Centaurus Financial
California
$12.1M +$4.72M +46,861 +56%
GVAG
273
Great Valley Advisor Group
Delaware
$12.1M +$699K +6,933 +6%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$12.1M -$707K -7,015 -5%
ABTD
275
Arvest Bank Trust Division
Oklahoma
$12M -$45.6M -452,752 -78%

IVW Hedge Fund Activity: Q1 2025 in Review

1,831 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2025, worth a combined $38.2B — down 15% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IVW positions and 103 closed out — a net gain of 2 holders — while 662 added to existing stakes and 706 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $237M. The largest seller was Fidelity International, exiting entirely with an estimated $309M sold.

  • 1,831 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2025, down from 1,869 in Q4 2024.
  • Funds reported $38.2B of iShares S&P 500 Growth ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 105 funds opened new iShares S&P 500 Growth ETF positions in Q1 2025 and 103 closed out, a net change of +2 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $237M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2025 was Fidelity International, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2025.