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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
VAM
526
Verity Asset Management
North Carolina
$3.56M +$1.91M +18,983 +98%
PAG
527
Private Advisory Group
Washington
$3.56M -$265K -2,627 -6%
TCA
528
Transcend Capital Advisors
New Jersey
$3.55M -$92K -913 -2%
WAG
529
Winthrop Advisory Group
Massachusetts
$3.55M -$647K -6,414 -14%
WPC
530
Waters Parkerson & Co
Louisiana
$3.53M +$1.08M +10,750 +39%
KFA
531
Kapstone Financial Advisors
Ohio
$3.51M +$302K +2,994 +9%
MAV
532
Mason & Associates (Virginia)
Virginia
$3.51M -$22.8K -226 -0.6%
DWP
533
Daymark Wealth Partners
Ohio
$3.51M +$9.68K +96 +0.3%
WEG
534
World Equity Group
Illinois
$3.51M +$2.19M +21,745 +136%
RFA
535
RTD Financial Advisors
Pennsylvania
$3.51M -$273K -2,706 -7%
SWA
536
Stratos Wealth Advisors
Ohio
$3.5M -$9.09M -90,118 -71%
SC
537
Sierra Capital
Florida
$3.48M
WFS
538
WealthGarden F.S.
California
$3.48M -$35.3K -350 -0.9%
FA
539
Faithward Advisors
Pennsylvania
$3.48M +$414K +4,102 +12%
HT
540
Heritage Trust
Oklahoma
$3.47M -$111K -1,098 -3%
PFA
541
Pinnacle Family Advisors
Missouri
$3.46M +$25.8K +256 +0.7%
GPW
542
Gray Private Wealth
Massachusetts
$3.41M -$85.7K -850 -2%
SF
543
SWP Financial
California
$3.4M -$12.6K -125 -0.3%
CCM
544
Colorado Capital Management
Colorado
$3.4M -$121K -1,201 -3%
GPWA
545
Great Point Wealth Advisors
Massachusetts
$3.39M
NFG
546
Nations Financial Group
Iowa
$3.39M -$216K -2,141 -6%
RWS
547
Retirement Wealth Solutions
Wisconsin
$3.38M +$631K +6,261 +21%
IA
548
IFP Advisors
Florida
$3.32M -$2.44M -24,202 -40%
HIA
549
Harbor Investment Advisory
Maryland
$3.31M -$64.1K -636 -2%
MFG
550
Magnus Financial Group
New York
$3.3M +$122K +1,214 +4%

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.