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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
AWP
601
Axis Wealth Partners
Rhode Island
$3.31M -$223K -2,251 -7%
CIS
602
Custom Index Systems
New York
$3.31M +$4.36K +44 +0.1%
SIS
603
Sound Income Strategies
Florida
$3.3M -$184K -1,858 -6%
WIM
604
WealthPlan Investment Management
Nebraska
$3.29M +$1.04M +10,474 +54%
KWM
605
Kingsview Wealth Management
Oregon
$3.28M +$217K +2,193 +8%
Bessemer Group
606
Bessemer Group
New Jersey
$3.27M +$697K +7,047 +31%
CRI
607
Commonwealth Retirement Investments
Virginia
$3.25M -$271K -2,741 -8%
BW
608
Blalock Williams
Alabama
$3.23M -$99.4K -1,004 -3%
LIA
609
LifePlan Investment Advisors
North Carolina
$3.22M -$80.5K -813 -3%
KBFS
610
Kohmann Bosshard Financial Services
Ohio
$3.21M
EFS
611
Essex Financial Services
Connecticut
$3.21M +$145K +1,464 +5%
BWM
612
Baron Wealth Management
Michigan
$3.17M +$2.67K +27 +0.1%
ICP
613
Interchange Capital Partners
Pennsylvania
$3.15M -$191K -1,931 -6%
MWM
614
Mattern Wealth Management
Kansas
$3.15M -$10.7K -108 -0.4%
JFG
615
JMG Financial Group
Illinois
$3.08M +$103K +1,045 +4%
SPC
616
Spirepoint Private Client
Florida
$3.08M -$297K -3,000 -10%
RhumbLine Advisers
617
RhumbLine Advisers
Massachusetts
$3.07M
VWM
618
Venturi Wealth Management
Texas
$3.05M -$36.9K -373 -1%
C
619
Croban
Ohio
$3.04M -$240K -2,425 -8%
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$3.04M +$353K +3,564 +15%
PPC
621
Park Place Capital
Alabama
$3.03M -$1.7M -17,182 -38%
AB
622
Atlas Brown
Kentucky
$3.03M -$64.5K -652 -2%
WWC
623
Waypoint Wealth Counsel
Georgia
$3.02M +$10.2K +103 +0.4%
BFO
624
Boston Family Office
Massachusetts
$3.02M
ANTB
625
AMG National Trust Bank
Colorado
$3.01M +$32.6K +329 +1%

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.