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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
FNBT
351
FineMark National Bank & Trust
Florida
$7.9M +$49.7K +493 +0.6%
AA
352
Ancora Advisors
Ohio
$7.84M +$937K +9,299 +12%
NBWM
353
North Berkeley Wealth Management
California
$7.8M +$298K +2,959 +4%
NCM
354
Novare Capital Management
North Carolina
$7.75M +$1.86M +18,409 +28%
WA
355
Win Advisors
Florida
$7.6M -$259K -2,565 -3%
WFAG
356
Wescott Financial Advisory Group
Pennsylvania
$7.59M +$328K +3,252 +4%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$7.58M -$356K -3,528 -4%
ABWM
358
Alpine Bank Wealth Management
Colorado
$7.5M +$8.15M +80,797 New
TWM
359
Tradition Wealth Management
Minnesota
$7.46M +$162K +1,611 +2%
DADC
360
D.A. Davidson & Co
Montana
$7.44M +$112K +1,110 +1%
GWMR
361
GC Wealth Management RIA
Massachusetts
$7.41M
QCM
362
Quantinno Capital Management
New York
$7.37M +$1.78M +17,637 +29%
GWP
363
Gen-Wealth Partners
Michigan
$7.3M -$63.2K -627 -0.8%
CFSG
364
Clark Financial Services Group
Missouri
$7.25M +$4.03M +39,955 +105%
HCA
365
Heck Capital Advisors
Wisconsin
$7.23M +$4.74K +47 +0.1%
TFG
366
Tilson Financial Group
New Jersey
$7.22M -$261K -2,588 -3%
EWA
367
Exencial Wealth Advisors
Oklahoma
$7.2M -$13.1K -130 -0.2%
QPWM
368
Quadrant Private Wealth Management
Pennsylvania
$7.13M +$710K +7,042 +10%
AR
369
Apeiron RIA
Texas
$7.12M -$5.58M -55,353 -42%
FWP
370
Firethorn Wealth Partners
Georgia
$7.02M +$88.8K +881 +1%
IAG
371
Investment Advisory Group
Massachusetts
$7M +$91.6K +909 +1%
SEIA
372
Signature Estate & Investment Advisors
California
$6.92M -$50.5K -501 -0.7%
OWCM
373
One Wealth Capital Management
Arizona
$6.87M -$175K -1,735 -2%
EIP
374
Ellis Investment Partners
Pennsylvania
$6.84M -$271K -2,693 -4%
CAI
375
Capital Advisors Inc
Oklahoma
$6.83M -$33.3M -330,511 -82%

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.