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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
HPM
451
Hoxton Planning & Management
West Virginia
$4.88M -$44.3K -439 -0.8%
PWA
452
Peterson Wealth Advisors
Utah
$4.87M +$150K +1,489 +3%
CB
453
Commerce Bank
Missouri
$4.86M +$91.5K +908 +2%
KV
454
Kickstand Ventures
New York
$4.85M -$21.5K -213 -0.4%
SIA
455
SGL Investment Advisors
Montana
$4.84M +$1.08M +10,706 +27%
MYIA
456
Mount Yale Investment Advisors
Colorado
$4.81M -$529K -5,245 -9%
QWP
457
Quotient Wealth Partners
Texas
$4.78M -$31.5K -312 -0.6%
SOS
458
Silver Oak Securities
Tennessee
$4.77M -$471K -4,672 -8%
BMCM
459
Bryn Mawr Capital Management
Pennsylvania
$4.76M -$266K -2,642 -5%
CC
460
Copperleaf Capital
North Carolina
$4.75M +$125K +1,238 +2%
JHCP
461
Jackson Hole Capital Partners
Oklahoma
$4.74M +$25.4K +252 +0.5%
MLA
462
My Legacy Advisors
Oregon
$4.73M +$89.6K +889 +2%
VCP
463
Verus Capital Partners
Arizona
$4.73M -$39K -387 -0.8%
GM
464
GeoWealth Management
Illinois
$4.72M +$1.17M +11,578 +29%
SCA
465
St. Clair Advisors
Ohio
$4.72M -$13.7K -136 -0.3%
TNB
466
Thomasville National Bank
Georgia
$4.71M -$36.4K -361 -0.7%
RWRC
467
R.W. Roge & Company
New York
$4.7M -$460K -4,565 -8%
NAM
468
NTV Asset Management
West Virginia
$4.7M -$20.2K -200 -0.4%
CA
469
Capital Advantage
California
$4.69M
GWP
470
Gateway Wealth Partners
Wisconsin
$4.66M +$226K +2,237 +5%
BCM
471
BTC Capital Management
Iowa
$4.66M -$48.4K -480 -0.9%
FCI
472
Financial Counselors Inc
Kansas
$4.66M +$1.41M +14,015 +39%
AIA
473
Arrow Investment Advisors
Maryland
$4.63M -$428K -4,249 -8%
UBG
474
United Bank (Georgia)
Georgia
$4.62M +$372K +3,694 +8%
FWA
475
Flagship Wealth Advisors
Massachusetts
$4.59M +$2.06M +20,472 +71%

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.