We are live on ! Find out more
IVW icon

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
TNBTD
401
Trustmark National Bank Trust Department
Mississippi
$6.17M -$11.6K -115 -0.2%
BWS
402
Buck Wealth Strategies
Colorado
$6.11M -$4.23M -41,940 -39%
CWAG
403
Compton Wealth Advisory Group
Virginia
$6.08M +$49.1K +487 +0.7%
WP
404
WealthPLAN Partners
Nebraska
$6.07M +$527K +5,229 +9%
AL
405
ACAS LLC
California
$6.06M -$287K -2,842 -4%
SW
406
Simplicity Wealth
New Jersey
$6.03M +$6.55M +64,946 New
FMN
407
Financial Management Network
California
$6.03M -$48.6K -482 -0.7%
NP
408
NorthRock Partners
Minnesota
$6M -$146K -1,447 -2%
BFG
409
Bleakley Financial Group
New Jersey
$5.94M -$164K -1,622 -2%
SIA
410
Soltis Investment Advisors
Utah
$5.87M +$516K +5,115 +9%
AFW
411
Atlantic Family Wealth
Florida
$5.87M +$116K +1,155 +2%
EA
412
Eclectic Associates
California
$5.85M -$23.8K -236 -0.4%
GFP
413
Gryphon Financial Partners
Ohio
$5.84M -$305K -3,026 -5%
CWM
414
Cranbrook Wealth Management
Michigan
$5.78M -$34.5K -342 -0.5%
CFG
415
Cosner Financial Group
Colorado
$5.73M +$94.5K +937 +2%
LWA
416
Lifelong Wealth Advisors
Minnesota
$5.73M +$98.2K +974 +2%
PA
417
PFG Advisors
Arizona
$5.72M +$460K +4,560 +8%
CWM
418
Cahaba Wealth Management
Georgia
$5.68M -$102K -1,012 -2%
TPWA
419
Twin Peaks Wealth Advisors
California
$5.64M +$896K +8,889 +17%
BAM
420
Belpointe Asset Management
Nevada
$5.63M -$4.1M -40,682 -40%
SVWG
421
Shared Vision Wealth Group
United States
$5.63M -$156K -1,551 -2%
CIAS
422
Capital Investment Advisory Services
North Carolina
$5.6M +$266K +2,634 +5%
SFC
423
Summit Financial Consulting
Michigan
$5.59M +$6.07M +60,236 New
PIMG
424
Patriot Investment Management Group
Tennessee
$5.59M
AWP
425
Ascent Wealth Partners
New York
$5.56M +$129K +1,277 +2%

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.