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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
Jones Financial Companies
26
Jones Financial Companies
Missouri
$302M -$172M -1,737,377 -39%
HWM
27
HB Wealth Management
Georgia
$251M -$19.8M -199,729 -8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$247M -$13.2M -133,105 -6%
Osaic Holdings
29
Osaic Holdings
Arizona
$227M +$8.13M +82,151 +4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$225M -$7.52M -75,981 -4%
SW
31
SoFi Wealth
California
$213M +$7.7M +77,843 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$207M +$9.57M +96,656 +5%
FIA
33
Foundations Investment Advisors
Arizona
$201M +$21.1M +213,178 +13%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188M +$130M +1,311,063 +329%
NA
35
NewEdge Advisors
Louisiana
$183M -$34.3M -346,942 -17%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$182M -$352K -3,554 -0.2%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$179M -$9.74M -98,372 -6%
HNB
38
Huntington National Bank
Ohio
$176M
SA
39
Sanctuary Advisors
Indiana
$149M -$11.1M -111,980 -8%
US Bancorp
40
US Bancorp
Minnesota
$149M -$24.9M -251,861 -16%
Two Sigma Investments
41
Two Sigma Investments
New York
$140M +$57.6M +581,600 +85%
MGIA
42
Moneta Group Investment Advisors
Missouri
$139M +$1.39M +14,016 +1%
JC
43
JB Capital
Connecticut
$132M -$9.52M -96,167 -7%
Truist Financial
44
Truist Financial
North Carolina
$131M -$3.92M -39,562 -3%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$129M +$8.77M +88,609 +8%
MWA
46
Midland Wealth Advisors
Illinois
$125M +$705K +7,125 +0.6%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$124M -$4.92M -49,683 -4%
MCM
48
MAI Capital Management
Ohio
$123M +$6.12M +61,879 +6%
UCFA
49
United Capital Financial Advisors
Texas
$121M -$12.8M -129,819 -11%
MWM
50
Modern Wealth Management
Kansas
$119M -$2.16M -21,821 -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.