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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
LKWM
301
Lee-Kelleher Wealth Management
Maryland
$11.8M -$84.4K -853 -0.8%
LFAS
302
Level Four Advisory Services
Texas
$11.8M -$97.1K -981 -0.9%
PS
303
Planned Solutions
California
$11.7M +$9.07M +91,595 +632%
PWM
304
Perigon Wealth Management
California
$11.6M +$67.7K +684 +0.7%
FAN
305
Financial Advisors Network
California
$11.5M -$68.8K -695 -0.7%
GCA
306
Gallagher Capital Advisors
Texas
$11.4M -$7.05M -71,214 -42%
QCM
307
Quantinno Capital Management
New York
$11.4M +$2.4M +24,264 +31%
SWMP
308
Signature Wealth Management Partners
New Jersey
$11.2M -$132K -1,330 -1%
FFBTD
309
First Financial Bank - Trust Division
Ohio
$11.2M +$94.3K +953 +0.9%
HW
310
Hancock Whitney
Mississippi
$11.1M +$266K +2,686 +3%
HFW
311
Horizon Family Wealth
Illinois
$11.1M +$316K +3,190 +3%
TFCP
312
Twin Focus Capital Partners
Massachusetts
$11M +$1.37M +13,807 +16%
HCM
313
Howard Capital Management
Georgia
$11M -$232K -2,342 -2%
PFG
314
Pacific Financial Group
Washington
$11M -$787K -7,948 -7%
PBO
315
Peoples Bank (Ohio)
Ohio
$10.8M -$157K -1,583 -2%
PCA
316
Pallas Capital Advisors
Massachusetts
$10.8M +$6.38M +64,432 +194%
EFG
317
Ehrlich Financial Group
California
$10.7M -$2.06M -20,845 -18%
GWM
318
Geneos Wealth Management
Colorado
$10.7M -$9.66M -97,566 -50%
KFP
319
KMG Fiduciary Partners
Ohio
$10.7M +$336K +3,391 +4%
ABC
320
Associated Banc-Corp
Wisconsin
$10.7M +$882K +8,911 +10%
EWM
321
EPG Wealth Management
Georgia
$10.7M -$157K -1,588 -2%
TWM
322
TSA Wealth Management
Texas
$10.6M -$5.22M -52,696 -35%
AllianceBernstein
323
AllianceBernstein
Tennessee
$10.6M -$2.6M -26,296 -21%
BWM
324
BKM Wealth Management
Wisconsin
$10.6M -$207K -2,096 -2%
NBWM
325
North Berkeley Wealth Management
California
$10.5M +$1.13M +11,396 +14%

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.