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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
FA
476
Flagstar Advisors
New York
$5.34M -$4.55K -46 -0.1%
AC
477
AlphaCore Capital
California
$5.33M +$3.57M +36,023 +290%
NCM
478
Next Capital Management
New York
$5.26M +$106K +1,072 +2%
XF
479
XML Financial
Maryland
$5.24M -$72.7K -735 -2%
Calamos Advisors
480
Calamos Advisors
Illinois
$5.23M +$339K +3,430 +8%
HPM
481
Hoxton Planning & Management
West Virginia
$5.22M -$513K -5,183 -10%
MYIA
482
Mount Yale Investment Advisors
Colorado
$5.22M -$445K -4,499 -9%
USAA
483
United Services Automobile Association
Texas
$5.19M -$4.67M -47,166 -50%
BIM
484
Bridges Investment Management
Nebraska
$5.16M +$12.1K +122 +0.3%
SFS
485
Sowell Financial Services
Arkansas
$5.11M +$16.1K +163 +0.4%
TF
486
Theory Financial
Colorado
$5.08M -$319K -3,219 -7%
RWRC
487
R.W. Roge & Company
New York
$5.08M -$450K -4,543 -9%
GM
488
GeoWealth Management
Illinois
$5.06M -$488K -4,927 -10%
MLA
489
My Legacy Advisors
Oregon
$5.02M -$571K -5,772 -11%
RWS
490
Resolute Wealth Strategies
Mississippi
$4.99M -$7.62K -77 -0.2%
BBHC
491
Brown Brothers Harriman & Co
New York
$4.98M -$71.9K -726 -2%
AMG
492
Asset Management Group
Connecticut
$4.97M -$43.8K -443 -1%
CAM
493
Carret Asset Management
New York
$4.97M +$99 +1 +0%
TNB
494
Thomasville National Bank
Georgia
$4.96M -$559K -5,647 -11%
WPC
495
Waters Parkerson & Co
Louisiana
$4.93M +$668K +6,750 +18%
GLLW
496
Graves Light Lenhart Wealth
Virginia
$4.92M -$162K -1,639 -4%
IWM
497
IHT Wealth Management
Illinois
$4.91M +$437K +4,417 +11%
WAG
498
Winthrop Advisory Group
Massachusetts
$4.9M +$621K +6,275 +16%
SWM
499
Stark Wealth Management
Pennsylvania
$4.84M +$4.62M +46,680 New
BCWM
500
Bartlett & Co Wealth Management
Ohio
$4.81M +$481K +4,860 +13%

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.