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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
COCM
376
Charter Oak Capital Management
New Hampshire
$7.99M -$4.06K -41 -0.1%
HSWS
377
Higgins & Schmidt Wealth Strategies
Colorado
$7.92M -$95.5K -965 -1%
SCG
378
Sonata Capital Group
Washington
$7.92M -$99.8K -1,008 -1%
FMN
379
Financial Management Network
California
$7.88M -$59.5K -601 -0.8%
CAI
380
Capital Advisors Inc
Oklahoma
$7.87M -$205K -2,076 -3%
BRWA
381
B. Riley Wealth Advisors
Florida
$7.87M +$7.07M +71,479 New
IAN
382
Integrated Advisors Network
Texas
$7.86M -$4.16M -42,025 -37%
PWAC
383
Private Wealth Advisors (California)
California
$7.85M +$594 +6 +0%
PAS
384
PKS Advisory Services
New York
$7.79M -$26.1K -264 -0.4%
SIAS
385
Summit Investment Advisory Services
Minnesota
$7.75M +$86.8K +877 +1%
GWP
386
Gen-Wealth Partners
Michigan
$7.73M -$836K -8,443 -11%
AAS
387
Ameritas Advisory Services
Nebraska
$7.64M -$9.41M -95,065 -58%
AEPWM
388
Atlantic Edge Private Wealth Management
Florida
$7.6M +$5.31M +53,618 +349%
SPAS
389
Spectrum Planning & Advisory Services
California
$7.51M -$2.11M -21,338 -24%
OWCM
390
One Wealth Capital Management
Arizona
$7.5M -$578K -5,837 -8%
GIM
391
Goelzer Investment Management
Indiana
$7.5M +$42.8K +432 +0.6%
MOS
392
MGO One Seven
Ohio
$7.45M +$5.19M +52,401 +342%
FWP
393
Firethorn Wealth Partners
Georgia
$7.44M -$802K -8,106 -11%
TPWA
394
Twin Peaks Wealth Advisors
California
$7.43M +$215K +2,173 +4%
TWM
395
Tradition Wealth Management
Minnesota
$7.43M -$1.28M -12,923 -16%
SGWM
396
Sterling Group Wealth Management
California
$7.42M -$3.54M -35,748 -35%
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$7.38M -$240K -2,427 -3%
BNP Paribas Financial Markets
398
BNP Paribas Financial Markets
France
$7.38M -$10.6M -107,482 -62%
AG
399
AlTi Global
New York
$7.33M -$85.1K -860 -1%
SC
400
Sapient Capital
Indiana
$7.33M -$3.86K -39 -0.1%

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.