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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
QPWM
351
Quadrant Private Wealth Management
Pennsylvania
$9.14M +$619K +6,252 +8%
AR
352
Apeiron RIA
Texas
$9.12M +$611K +6,174 +8%
VAS
353
Vestmark Advisory Solutions
Massachusetts
$9.07M -$5.5M -55,574 -40%
HWM
354
Hobbs Wealth Management
Indiana
$9.06M -$1.23M -12,409 -13%
CF
355
Centaurus Financial
California
$8.94M -$4.9M -49,553 -38%
BWS
356
Buck Wealth Strategies
Colorado
$8.9M +$1.48M +14,966 +23%
ABWM
357
Alpine Bank Wealth Management
Colorado
$8.85M -$37.1K -375 -0.5%
EWA
358
Exencial Wealth Advisors
Oklahoma
$8.85M +$270K +2,731 +4%
GWMR
359
GC Wealth Management RIA
Massachusetts
$8.8M +$6.53K +66 +0.1%
SEIA
360
Signature Estate & Investment Advisors
California
$8.76M +$498K +5,027 +7%
ECM
361
Evergreen Capital Management
Washington
$8.7M -$968K -9,778 -11%
IAG
362
Investment Advisory Group
Massachusetts
$8.66M +$318K +3,209 +4%
CFSG
363
Clark Financial Services Group
Missouri
$8.66M +$47.4K +479 +0.6%
TVM
364
True Vision MN
Minnesota
$8.63M -$710K -7,173 -8%
Franklin Resources
365
Franklin Resources
California
$8.62M -$1.16M -11,719 -13%
NCM
366
Novare Capital Management
North Carolina
$8.61M -$518K -5,235 -6%
ONB
367
Old National Bancorp
Indiana
$8.61M +$3.18M +32,106 +70%
PL
368
Polianta Ltd
Jersey
$8.58M +$7.71M +77,900 New
DADC
369
D.A. Davidson & Co
Montana
$8.53M -$267K -2,698 -3%
WA
370
Win Advisors
Florida
$8.42M -$541K -5,465 -7%
RPGK
371
Retirement Planning Group (Kansas)
Kansas
$8.24M +$188K +1,901 +3%
OC
372
Oppenheimer & Co
New York
$8.17M +$135K +1,362 +2%
AC
373
Avestar Capital
New York
$8.1M +$218K +2,199 +3%
EIP
374
Ellis Investment Partners
Pennsylvania
$8.09M -$20.1K -203 -0.3%
FCC
375
Florin Court Capital
United Kingdom
$8.08M +$238K +2,400 +3%

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.