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
HWM
26
HB Wealth Management
Georgia
$230M -$407K -4,041 -0.2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$221M +$7.16M +70,973 +3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$197M -$584K -5,796 -0.3%
NA
29
NewEdge Advisors
Louisiana
$186M +$15M +149,006 +8%
Osaic Holdings
30
Osaic Holdings
Arizona
$184M -$1.94M -19,225 -1%
SW
31
SoFi Wealth
California
$172M +$183M +1,811,974 +4,024%
HighTower Advisors
32
HighTower Advisors
Illinois
$165M -$5.47M -54,297 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$160M +$10.5M +103,764 +6%
HNB
34
Huntington National Bank
Ohio
$158M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$154M +$565K +5,600 +0.3%
FIA
36
Foundations Investment Advisors
Arizona
$150M +$17.3M +172,033 +12%
US Bancorp
37
US Bancorp
Minnesota
$149M -$5.65M -56,020 -3%
SA
38
Sanctuary Advisors
Indiana
$136M +$4.74M +47,026 +3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$134M +$4.88M +48,398 +4%
UFF
40
USA Financial Formulas
Michigan
$122M +$49.3M +488,603 +59%
JC
41
JB Capital
Connecticut
$120M +$4.89M +48,503 +4%
MGIA
42
Moneta Group Investment Advisors
Missouri
$116M +$6.53M +64,755 +5%
Truist Financial
43
Truist Financial
North Carolina
$114M +$3.83M +37,944 +3%
UCFA
44
United Capital Financial Advisors
Texas
$114M -$4.17M -41,393 -3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$109M +$15.4M +152,554 +15%
PRS
46
Pinkerton Retirement Specialists
Idaho
$105M +$75.3M +747,194 +192%
MWA
47
Midland Wealth Advisors
Illinois
$105M -$2.62M -25,977 -2%
MWM
48
Modern Wealth Management
Kansas
$103M +$23.1M +229,167 +26%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$100M +$505K +5,005 +0.5%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$100M -$27.9M -276,276 -20%

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.