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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
WP
251
WealthShield Partners
North Carolina
$16.1M -$1.39M -14,001 -9%
WGC
252
Watts Gwilliam & Co
Arizona
$16.1M +$623K +6,297 +5%
JWA
253
JFS Wealth Advisors
Pennsylvania
$15.9M -$697K -7,042 -5%
ASN
254
Advisory Services Network
Georgia
$15.9M -$11.4M -115,034 -45%
IF
255
Ironwood Financial
Arizona
$15.9M
PAMG
256
Patton Albertson Miller Group
Tennessee
$15.8M +$2.88M +29,052 +25%
BC
257
Barrett & Company
Rhode Island
$15.8M +$1.62M +16,359 +13%
I
258
INVST
Indiana
$15.8M +$203K +2,047 +1%
MA
259
Mutual Advisors
Nebraska
$15.7M +$833K +8,415 +7%
SCA
260
Snowden Capital Advisors
New York
$15.6M -$2.31M -23,297 -14%
William Blair & Company
261
William Blair & Company
Illinois
$15.5M -$481K -4,864 -3%
FTS
262
Fifth Third Securities
Ohio
$15.4M -$207K -2,092 -1%
CPSC
263
Carl P. Sherr & Co
Massachusetts
$15.4M -$403K -4,070 -3%
CWS
264
Cypress Wealth Services
California
$15M -$4.49M -45,409 -25%
KWM
265
Keebeck Wealth Management
Illinois
$14.4M -$2.03M -20,486 -14%
RIA
266
Regal Investment Advisors
Michigan
$14.3M -$901K -9,100 -7%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$14.2M -$129K -1,307 -1%
LIA
268
LBMC Investment Advisors
Tennessee
$14.1M -$469K -4,743 -4%
GVAG
269
Great Valley Advisor Group
Delaware
$14.1M -$248K -2,502 -2%
ATC
270
Argent Trust Co
Tennessee
$14.1M +$199K +2,007 +2%
CCFM
271
Clear Creek Financial Management
Washington
$14.1M -$23.2M -234,344 -65%
SL
272
Sentinus LLC
Illinois
$14M -$2.21M -22,360 -15%
PCTC
273
Perkins Coie Trust Company
Washington
$13.9M -$274K -2,770 -2%
WJA
274
Willis Johnson & Associates
Texas
$13.8M +$687K +6,937 +6%
NB
275
Nicolet Bankshares
Wisconsin
$13.4M +$990 +10 +0%

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.