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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
HWA
426
Heritage Wealth Advisors
Virginia
$6.52M -$49.5K -500 -0.8%
BWMG
427
Barnes Wealth Management Group
California
$6.48M +$71.5K +722 +1%
EA
428
Eclectic Associates
California
$6.4M -$483K -4,878 -8%
LWA
429
Lifelong Wealth Advisors
Minnesota
$6.39M -$358K -3,614 -6%
LWP
430
Laurel Wealth Planning
Minnesota
$6.38M +$37.6K +380 +0.7%
MCCA
431
Mill Creek Capital Advisors
Pennsylvania
$6.27M +$282K +2,845 +5%
CWAG
432
Compton Wealth Advisory Group
Virginia
$6.23M -$877K -8,862 -14%
CWM
433
Centurion Wealth Management
Virginia
$6.21M -$751K -7,589 -12%
GWAM
434
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.19M -$1.05M -10,573 -16%
NCM
435
Narwhal Capital Management
Georgia
$6.17M -$28.6K -289 -0.5%
TFA
436
Tobias Financial Advisors
Florida
$6.13M -$149K -1,501 -3%
KV
437
Kickstand Ventures
New York
$6.11M +$320K +3,237 +6%
PFS
438
Prospera Financial Services
Texas
$6.08M +$824K +8,328 +18%
EWM
439
Evercore Wealth Management
New York
$6.06M
RFA
440
Rollins Financial Advisors
New York
$6.05M -$316K -3,195 -5%
DBIA
441
Dumont & Blake Investment Advisors
New Jersey
$6.01M -$39.2K -396 -0.7%
MCA
442
MSH Capital Advisors
Arizona
$6.01M -$245K -2,472 -4%
CWM
443
Congress Wealth Management
Massachusetts
$6.01M +$962K +9,719 +22%
NFC
444
Northeast Financial Consultants
Connecticut
$5.98M +$11.9K +120 +0.2%
IFG
445
Independent Financial Group
California
$5.96M +$571K +5,770 +12%
LF
446
Lantz Financial
Illinois
$5.96M -$245K -2,473 -4%
TCG
447
Transcendent Capital Group
Oklahoma
$5.93M +$101K +1,018 +2%
IP
448
Investment Partners
Ohio
$5.92M -$24.3K -246 -0.5%
FRA
449
FFG Retirement Advisors
Colorado
$5.91M -$72.6K -734 -1%
BJL
450
Brighton Jones LLC
Washington
$5.89M +$571K +5,765 +12%

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.