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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
KWM
376
KFG Wealth Management
Indiana
$6.82M -$2.83M -28,086 -28%
RPGK
377
Retirement Planning Group (Kansas)
Kansas
$6.77M -$122K -1,212 -2%
HSWS
378
Higgins & Schmidt Wealth Strategies
Colorado
$6.77M -$238K -2,359 -3%
SCG
379
Sonata Capital Group
Washington
$6.77M -$207K -2,052 -3%
OC
380
Oppenheimer & Co
New York
$6.76M +$103K +1,021 +1%
COCM
381
Charter Oak Capital Management
New Hampshire
$6.74M +$70K +694 +1%
TCM
382
TABR Capital Management
California
$6.65M -$4.4M -43,658 -38%
MI
383
Moneywise Inc
Virginia
$6.64M +$326K +3,235 +5%
AC
384
Avestar Capital
New York
$6.63M -$1.18M -11,672 -14%
PWAC
385
Private Wealth Advisors (California)
California
$6.62M -$63K -625 -0.9%
FCC
386
Florin Court Capital
United Kingdom
$6.59M -$5.74M -56,900 -44%
PAS
387
PKS Advisory Services
New York
$6.57M -$93.2K -924 -1%
CWM
388
Centurion Wealth Management
Virginia
$6.5M
SIAS
389
Summit Investment Advisory Services
Minnesota
$6.46M -$413K -4,100 -6%
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$6.45M -$644K -6,391 -8%
VC
391
Vestor Capital
Illinois
$6.39M -$494K -4,897 -7%
RWM
392
RKL Wealth Management
Pennsylvania
$6.31M -$1.05M -10,377 -13%
GIM
393
Goelzer Investment Management
Indiana
$6.29M +$174K +1,729 +3%
SB
394
Strategic Blueprint
Georgia
$6.28M +$305K +3,025 +5%
FAM
395
Frontier Asset Management
Wyoming
$6.28M -$223K -2,209 -3%
EPW
396
Endeavor Private Wealth
Kansas
$6.27M +$2.28M +22,621 +50%
AG
397
AlTi Global
New York
$6.26M -$12K -119 -0.2%
AQR Capital Management
398
AQR Capital Management
Connecticut
$6.23M +$1.42M +14,132 +27%
GWAM
399
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.2M -$2.35M -23,262 -26%
SC
400
Sapient Capital
Indiana
$6.18M +$38.8K +385 +0.6%

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.