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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
TNBTD
401
Trustmark National Bank Trust Department
Mississippi
$7.32M
EPW
402
Endeavor Private Wealth
Kansas
$7.32M -$105K -1,058 -2%
CFG
403
Cosner Financial Group
Colorado
$7.3M +$452K +4,564 +7%
ACA
404
Ascension Capital Advisors
Texas
$7.3M -$2.31M -23,326 -26%
WP
405
WealthPLAN Partners
Nebraska
$7.28M +$78.2K +790 +1%
BFG
406
Bleakley Financial Group
New Jersey
$7.21M +$156K +1,572 +2%
RWM
407
RKL Wealth Management
Pennsylvania
$7.21M -$245K -2,477 -4%
AL
408
ACAS LLC
California
$7.13M -$153K -1,541 -2%
IA
409
IFG Advisory
Georgia
$7.03M +$425K +4,298 +7%
KDA
410
Kraft Davis & Associates
Missouri
$6.92M -$93.1K -941 -2%
CIAS
411
Capital Investment Advisory Services
North Carolina
$6.92M +$245K +2,476 +4%
NL
412
NWAM LLC
Washington
$6.89M +$5.99M +60,519 New
GFP
413
Gryphon Financial Partners
Ohio
$6.84M -$79.7K -805 -1%
AFW
414
Atlantic Family Wealth
Florida
$6.83M -$113K -1,137 -2%
CWM
415
Cranbrook Wealth Management
Michigan
$6.83M -$19.1K -193 -0.3%
FAM
416
Frontier Asset Management
Wyoming
$6.82M -$561K -5,668 -8%
SB
417
Strategic Blueprint
Georgia
$6.8M -$583K -5,887 -9%
GIM
418
Glenmede Investment Management
Pennsylvania
$6.79M +$6.11M +61,690 New
SIA
419
Soltis Investment Advisors
Utah
$6.74M -$195K -1,973 -3%
NP
420
NorthRock Partners
Minnesota
$6.74M -$341K -3,442 -5%
AWP
421
Ascent Wealth Partners
New York
$6.65M +$48.3K +488 +0.8%
SVWG
422
Shared Vision Wealth Group
United States
$6.58M -$282K -2,846 -5%
CWM
423
Cahaba Wealth Management
Georgia
$6.57M -$145K -1,461 -2%
BAM
424
Belpointe Asset Management
Nevada
$6.57M -$96.8K -978 -2%
PIMG
425
Patriot Investment Management Group
Tennessee
$6.53M -$91.5K -924 -2%

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.