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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
VFA
551
Valeo Financial Advisors
Indiana
$3.77M +$188K +1,896 +6%
Prudential Financial
552
Prudential Financial
New Jersey
$3.76M -$108K -1,090 -3%
RWMG
553
Redwood Wealth Management Group
New Jersey
$3.75M +$21.6K +218 +0.6%
PAA
554
Peregrine Asset Advisers
Oregon
$3.74M -$5.44K -55 -0.2%
Vontobel Holding
555
Vontobel Holding
Switzerland
$3.73M -$1.2M -12,170 -26%
SCI
556
S&CO Inc
Massachusetts
$3.71M -$187K -1,891 -5%
HWM
557
Howard Wealth Management
Connecticut
$3.69M -$4.85K -49 -0.1%
SLT
558
St Louis Trust
Missouri
$3.69M
WA
559
WBH Advisory
Maryland
$3.63M -$79.6K -804 -2%
BFS
560
BridgePort Financial Solutions
Iowa
$3.62M -$249K -2,511 -7%
RFP
561
RCS Financial Planning
Maryland
$3.62M -$25.5K -258 -0.8%
GG
562
GenWealth Group
New Jersey
$3.62M -$9.21K -93 -0.3%
Citadel Advisors
563
Citadel Advisors
Florida
$3.61M +$3.24M +32,756 New
AWA
564
Arete Wealth Advisors
Illinois
$3.6M +$19.9K +201 +0.6%
BIG
565
Bush Investment Group
Georgia
$3.6M -$845K -8,535 -21%
MPCG
566
Matrix Private Capital Group
New York
$3.59M -$104K -1,050 -3%
MFS
567
Madrona Financial Services
Washington
$3.58M -$139K -1,409 -4%
RBFC
568
Roman Butler Fullerton & Co
Missouri
$3.58M +$2.39M +24,143 +330%
SCA
569
Southern Capital Advisors
Tennessee
$3.57M +$58.5K +591 +2%
BWA
570
BCU Wealth Advisors
Illinois
$3.57M +$294K +2,974 +10%
SWM
571
StoneCrest Wealth Management
Arizona
$3.57M +$32.9K +332 +1%
PA
572
Pinnacle Associates
New York
$3.57M -$86.5K -874 -3%
BA
573
Bristlecone Advisors
Washington
$3.57M -$77.2K -780 -2%
HWA
574
Hilltop Wealth Advisors
North Carolina
$3.56M -$116K -1,175 -4%
C1AG
575
Client 1st Advisory Group
Florida
$3.53M +$174K +1,753 +6%

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.