We are live on ! Find out more
IVW icon

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
Brown Advisory
276
Brown Advisory
Maryland
$13.3M +$1.01M +10,186 +9%
WAL
277
W Advisors LLC
Tennessee
$13.2M -$488K -4,931 -4%
AWP
278
Avid Wealth Partners
Texas
$13.1M +$1.18M +11,915 +11%
WWA
279
WCG Wealth Advisors
Nevada
$13.1M +$474K +4,787 +4%
UBV
280
United Bank (Virginia)
Virginia
$13M -$101K -1,023 -0.9%
KOC
281
Koss-Olinger Consulting
Florida
$13M -$441K -4,460 -4%
CI
282
CX Institutional
Indiana
$12.9M -$20.7K -209 -0.2%
ACM
283
Ascent Capital Management
Oregon
$12.9M +$102K +1,027 +0.9%
BFIM
284
Beese Fulmer Investment Management
Ohio
$12.9M +$11.3M +114,128 +4,219%
FGWP
285
Founders Grove Wealth Partners
Virginia
$12.8M -$174K -1,760 -1%
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$12.7M -$124K -1,251 -1%
BHWM
287
Bay Harbor Wealth Management
Maryland
$12.6M -$1.46M -14,733 -11%
CA
288
Centerpoint Advisors
Massachusetts
$12.6M -$943K -9,525 -8%
SW
289
Simplicity Wealth
New Jersey
$12.5M +$4.83M +48,827 +75%
LSA
290
Lansing Street Advisors
Pennsylvania
$12.4M +$659K +6,657 +6%
MFA
291
Mayflower Financial Advisors
Massachusetts
$12.4M -$485K -4,898 -4%
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$12.3M +$11.1M +112,123 New
SA
293
Sovran Advisors
California
$12.3M +$447K +4,520 +4%
MFG
294
Midwest Financial Group
Kansas
$12.2M -$379K -3,831 -3%
SP
295
Sherman Porfolios
Idaho
$12.2M +$10.9M +110,458 New
BZWA
296
Blue Zone Wealth Advisors
California
$12.1M -$105K -1,065 -1%
FFWA
297
Forthright Family Wealth Advisory
Texas
$12.1M -$218K -2,205 -2%
TCM
298
Traynor Capital Management
Pennsylvania
$12M +$198K +2,000 +2%
ATPW
299
Ashton Thomas Private Wealth
Arizona
$12M -$3.03M -30,658 -22%
YIA
300
YHB Investment Advisors
Connecticut
$11.9M +$11.7K +118 +0.1%

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.