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
TWP
476
Total Wealth Planning
Ohio
$4.58M -$210K -2,081 -4%
SCM
477
Stordahl Capital Management
Colorado
$4.57M +$3.13K +31 +0.1%
FA
478
Flagstar Advisors
New York
$4.51M +$175K +1,736 +4%
TFF
479
The Family Firm
Maryland
$4.5M -$239K -2,369 -5%
IFG
480
Independent Financial Group
California
$4.49M -$2.21M -21,926 -31%
XF
481
XML Financial
Maryland
$4.48M +$2.72K +27 +0.1%
TF
482
Theory Financial
Colorado
$4.44M +$127K +1,256 +3%
BJL
483
Brighton Jones LLC
Washington
$4.43M +$275K +2,723 +6%
PFS
484
Prospera Financial Services
Texas
$4.35M +$289K +2,862 +7%
BIM
485
Bridges Investment Management
Nebraska
$4.34M -$38.5K -382 -0.8%
NCM
486
Next Capital Management
New York
$4.34M +$40.9K +406 +0.9%
GLLW
487
Graves Light Lenhart Wealth
Virginia
$4.3M -$4.94K -49 -0.1%
SFS
488
Sowell Financial Services
Arkansas
$4.3M +$117K +1,158 +3%
ONB
489
Old National Bancorp
Indiana
$4.28M +$9.68K +96 +0.2%
Vontobel Holding
490
Vontobel Holding
Switzerland
$4.27M +$273K +2,708 +6%
BBHC
491
Brown Brothers Harriman & Co
New York
$4.27M -$17.2K -171 -0.4%
AMG
492
Asset Management Group
Connecticut
$4.23M -$127K -1,259 -3%
RWS
493
Resolute Wealth Strategies
Mississippi
$4.22M -$3.95M -39,228 -46%
CWM
494
Congress Wealth Management
Massachusetts
$4.2M +$3.28M +32,570 +266%
CAM
495
Carret Asset Management
New York
$4.19M +$16.5K +164 +0.4%
PPC
496
Park Place Capital
Alabama
$4.18M -$517K -5,128 -10%
CA
497
CWC Advisors
Oregon
$4.13M +$4.49M +44,526 New
AWE
498
Avidian Wealth Enterprises
Texas
$4.13M -$58.8K -583 -1%
CI
499
Conning Inc
Connecticut
$4.12M
NPT
500
National Philanthropic Trust
Pennsylvania
$4.12M +$242K +2,397 +6%

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.