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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
GCM
501
Graham Capital Management
Connecticut
$4.11M +$4.47M +44,310 New
MG
502
Mather Group
Illinois
$4.1M +$1.1M +10,888 +33%
Calamos Advisors
503
Calamos Advisors
Illinois
$4.09M -$957K -9,495 -18%
WP
504
Wealthspan Partners
Iowa
$4.05M -$59.1K -586 -1%
VWM
505
Valley Wealth Managers
New Jersey
$4.03M -$224K -2,224 -5%
DAS
506
Diversify Advisory Services
Utah
$3.97M -$927K -9,198 -18%
MFC
507
Morris Financial Concepts
South Carolina
$3.94M -$9.48K -94 -0.2%
BIG
508
Bush Investment Group
Georgia
$3.82M +$54.3K +539 +1%
MWM
509
Mission Wealth Management
California
$3.79M -$55.6K -552 -1%
DWT
510
Dorsey & Whitney Trust
South Dakota
$3.79M -$1.33M -13,221 -24%
SI
511
Stephens Inc
Arkansas
$3.79M -$71.3K -707 -2%
SWP
512
SIMA Wealth Partners
Virginia
$3.76M -$6.65K -66 -0.2%
OFG
513
Oxford Financial Group
Indiana
$3.74M +$207K +2,053 +5%
CAM
514
Concorde Asset Management
Michigan
$3.73M +$20.4K +202 +0.5%
IWM
515
IHT Wealth Management
Illinois
$3.73M -$41.5K -412 -1%
EB
516
Eastern Bank
Massachusetts
$3.71M -$395K -3,918 -9%
ST
517
Smithfield Trust
Pennsylvania
$3.69M -$41.8K -415 -1%
BIP
518
Bouvel Investment Partners
Pennsylvania
$3.66M +$106K +1,050 +3%
1CP
519
17 Capital Partners
Arizona
$3.64M +$203K +2,015 +5%
NA
520
Nottingham Advisors
New York
$3.62M -$975K -9,668 -20%
BCWM
521
Bartlett & Co Wealth Management
Ohio
$3.6M +$61.2K +607 +2%
JSL
522
JT Stratford LLC
Georgia
$3.59M +$310K +3,074 +9%
HCM
523
Hudson Capital Management
New Jersey
$3.59M +$1.22M +12,092 +46%
CC
524
Callan Capital
California
$3.56M -$36.4K -361 -0.9%
RB
525
Renasant Bank
Mississippi
$3.56M -$412K -4,089 -10%

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.