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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
RSF
451
Rik Saylor Financial
Ohio
$5.83M +$990 +10 +0%
UBG
452
United Bank (Georgia)
Georgia
$5.74M +$226K +2,280 +5%
VT
453
Vise Technologies
New York
$5.72M +$5.14M +51,920 New
GWP
454
Gateway Wealth Partners
Wisconsin
$5.72M +$169K +1,703 +3%
ACA
455
Aptus Capital Advisors
Alabama
$5.71M -$172K -1,740 -3%
CC
456
Copperleaf Capital
North Carolina
$5.69M +$48.2K +487 +1%
MT
457
Midwest Trust
Kansas
$5.68M +$5.11M +51,631 New
BMCM
458
Bryn Mawr Capital Management
Pennsylvania
$5.68M +$29.8K +301 +0.6%
CA
459
CWC Advisors
Oregon
$5.67M +$686K +6,929 +16%
VCP
460
Verus Capital Partners
Arizona
$5.66M +$44.1K +446 +0.9%
SIA
461
SGL Investment Advisors
Montana
$5.65M +$154K +1,552 +3%
QWP
462
Quotient Wealth Partners
Texas
$5.61M -$46.1K -466 -0.9%
FFA
463
First Foundation Advisors
California
$5.6M +$1.72M +17,393 +52%
MHC
464
May Hill Capital
Massachusetts
$5.59M +$2.96M +29,872 +143%
LBC
465
Lowe Brockenbrough & Co
Virginia
$5.58M -$698K -7,051 -12%
CB
466
Commerce Bank
Missouri
$5.55M -$190K -1,919 -4%
NAM
467
NTV Asset Management
West Virginia
$5.53M -$39.1K -395 -0.8%
BCM
468
BTC Capital Management
Iowa
$5.52M
SCA
469
St. Clair Advisors
Ohio
$5.51M -$77.9K -787 -2%
PWA
470
Peterson Wealth Advisors
Utah
$5.46M -$833K -8,421 -15%
GCM
471
Gallacher Capital Management
Colorado
$5.42M -$387K -3,914 -7%
SCM
472
Stordahl Capital Management
Colorado
$5.42M +$99 +1 +0%
TWP
473
Total Wealth Planning
Ohio
$5.37M -$61.7K -623 -1%
TFF
474
The Family Firm
Maryland
$5.35M +$4.85K +49 +0.1%
JHCP
475
Jackson Hole Capital Partners
Oklahoma
$5.34M -$253K -2,556 -5%

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.