We are live on ! Find out more
IVW icon

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
GT
601
Glenview Trust
Kentucky
$2.83M -$154K -1,527 -5%
CSP
602
Cary Street Partners
Virginia
$2.82M +$50.9K +505 +2%
BW
603
Blalock Williams
Alabama
$2.82M +$61.7K +612 +2%
C1AG
604
Client 1st Advisory Group
Florida
$2.81M +$239K +2,368 +8%
LIA
605
LifePlan Investment Advisors
North Carolina
$2.79M +$519K +5,147 +21%
C
606
Croban
Ohio
$2.79M +$565K +5,608 +23%
CF
607
Corrigan Financial
Rhode Island
$2.79M -$31.4K -311 -1%
CIS
608
Custom Index Systems
New York
$2.78M -$491K -4,871 -14%
Koshinski Asset Management
609
Koshinski Asset Management
Illinois
$2.75M -$173K -1,717 -5%
BWA
610
BCU Wealth Advisors
Illinois
$2.74M +$473K +4,694 +19%
FWA
611
FORM Wealth Advisors
Wisconsin
$2.73M +$2.97M +29,450 New
KBFS
612
Kohmann Bosshard Financial Services
Ohio
$2.71M
CFD
613
Creative Financial Designs
Indiana
$2.7M -$149K -1,479 -5%
BWM
614
Baron Wealth Management
Michigan
$2.67M -$17.5K -174 -0.6%
MWM
615
Mattern Wealth Management
Kansas
$2.67M +$47.8K +474 +2%
FCBT
616
First Citizens Bank & Trust
North Carolina
$2.66M +$351K +3,478 +14%
BOJHT
617
Bank of Jackson Hole Trust
Wyoming
$2.64M -$8.57K -85 -0.3%
CB
618
Cadence Bank
Mississippi
$2.64M -$16.3K -162 -0.6%
AB
619
Atlas Brown
Kentucky
$2.61M +$101 +1 +0%
VWM
620
Venturi Wealth Management
Texas
$2.61M -$79.2K -786 -3%
RW
621
Regimen Wealth
Georgia
$2.59M -$51K -506 -2%
CIC
622
Carnegie Investment Counsel
Ohio
$2.59M -$137K -1,360 -4%
RhumbLine Advisers
623
RhumbLine Advisers
Massachusetts
$2.59M
EFS
624
Essex Financial Services
Connecticut
$2.57M -$240K -2,385 -8%
KWM
625
Kingsview Wealth Management
Oregon
$2.56M -$41.9K -416 -1%

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.