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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
BFM
326
Broadview Financial Management
Wisconsin
$10.5M -$1.05M -10,588 -10%
FP
327
Financial Perspectives
Minnesota
$10.4M +$199K +2,008 +2%
TIAA Trust, National Association
328
TIAA Trust, National Association
North Carolina
$10.4M -$123K -1,238 -1%
PCIA
329
Prime Capital Investment Advisors
Kansas
$10.3M -$1.41M -14,201 -13%
MW
330
Maia Wealth
Colorado
$10.3M -$2.17M -21,933 -19%
RSWM
331
Robertson Stephens Wealth Management
California
$10.2M -$4.94M -49,954 -35%
AQR Capital Management
332
AQR Capital Management
Connecticut
$10.2M +$2.53M +25,561 +38%
HI
333
Harbour Investments
Wisconsin
$10.2M -$1.07M -10,848 -10%
PFPT
334
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.1M -$75.6K -764 -0.8%
NWAG
335
Net Worth Advisory Group
Utah
$10.1M +$8.02M +81,068 +770%
AA
336
Ancora Advisors
Ohio
$9.98M +$610K +6,159 +7%
RAS
337
RPS Advisory Solutions
Kentucky
$9.94M +$8.05M +81,287 +904%
SQA
338
Simon Quick Advisors
New Jersey
$9.9M -$576K -5,824 -6%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$9.81M -$224K -2,260 -2%
VPP
340
Vertex Planning Partners
Illinois
$9.79M -$1.85M -18,696 -17%
WFA
341
Wellspring Financial Advisors
Ohio
$9.72M +$199K +2,009 +2%
CFA
342
Camarda Financial Advisors
Florida
$9.7M -$14.8M -149,809 -63%
TFG
343
Tilson Financial Group
New Jersey
$9.54M +$878K +8,871 +11%
CI
344
Conning Inc
Connecticut
$9.5M +$4.15M +41,906 +94%
EPA
345
Element Pointe Advisors
Florida
$9.43M
CCM
346
Coldstream Capital Management
Washington
$9.37M -$667K -6,740 -7%
SWM
347
SigFig Wealth Management
California
$9.3M -$946K -9,561 -10%
WFAG
348
Wescott Financial Advisory Group
Pennsylvania
$9.28M +$247K +2,500 +3%
NG
349
Norden Group
Utah
$9.24M -$15.5M -156,902 -65%
FNBT
350
FineMark National Bank & Trust
Florida
$9.24M -$123K -1,247 -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.