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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
RFA
501
RTD Financial Advisors
Pennsylvania
$4.71M +$500K +5,056 +13%
TF
502
TME Financial
California
$4.7M +$1.91M +19,307 +82%
VWM
503
Valley Wealth Managers
New Jersey
$4.7M -$70.7K -714 -2%
NPT
504
National Philanthropic Trust
Pennsylvania
$4.69M -$174K -1,756 -4%
WP
505
Wealthspan Partners
Iowa
$4.69M -$102K -1,034 -2%
MFC
506
Morris Financial Concepts
South Carolina
$4.67M
MWM
507
Mission Wealth Management
California
$4.5M +$99 +1 +0%
DWT
508
Dorsey & Whitney Trust
South Dakota
$4.5M
GT
509
Glenview Trust
Kentucky
$4.46M +$994K +10,046 +33%
KFA
510
Kapstone Financial Advisors
Ohio
$4.46M +$263K +2,653 +7%
FPAS
511
Focus Partners Advisor Solutions
Missouri
$4.45M +$1.28M +12,958 +47%
SI
512
Stephens Inc
Arkansas
$4.32M -$159K -1,607 -4%
OFG
513
Oxford Financial Group
Indiana
$4.31M -$120K -1,212 -3%
MG
514
Mather Group
Illinois
$4.3M -$512K -5,172 -12%
FWA
515
Flagship Wealth Advisors
Massachusetts
$4.29M -$1.03M -10,441 -21%
FA
516
Faithward Advisors
Pennsylvania
$4.28M +$132K +1,329 +4%
ST
517
Smithfield Trust
Pennsylvania
$4.27M -$98.2K -992 -2%
NFG
518
Nations Financial Group
Iowa
$4.27M +$228K +2,306 +6%
PAG
519
Private Advisory Group
Washington
$4.25M +$33.9K +342 +0.9%
AWE
520
Avidian Wealth Enterprises
Texas
$4.24M -$584K -5,897 -13%
DWP
521
Daymark Wealth Partners
Ohio
$4.24M +$69.7K +704 +2%
SWP
522
SIMA Wealth Partners
Virginia
$4.22M -$212K -2,137 -5%
TCA
523
Transcend Capital Advisors
New Jersey
$4.16M -$42.9K -433 -1%
HT
524
Heritage Trust
Oklahoma
$4.16M +$39.5K +399 +1%
MAV
525
Mason & Associates (Virginia)
Virginia
$4.15M -$10K -101 -0.3%

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.