We are live on ! Find out more
IVW icon

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
FWM
651
Fonville Wealth Management
Virginia
$2.78M -$18.7K -189 -0.7%
NB
652
Northwest Bancshares
Pennsylvania
$2.78M -$10.9K -110 -0.4%
CAC
653
Certified Advisory Corp
Florida
$2.78M -$103K -1,045 -4%
YWM
654
Yukon Wealth Management
Kansas
$2.76M +$341K +3,449 +16%
MWS
655
MFA Wealth Services
California
$2.73M +$21.6K +218 +0.9%
CA
656
Calton & Associates
Florida
$2.72M +$1.14M +11,494 +87%
TA
657
Tactive Advisors
Florida
$2.71M +$2.43M +24,583 New
PCA
658
Prosperity Capital Advisors
Ohio
$2.7M -$146K -1,480 -6%
PWM
659
Power Wealth Management
Georgia
$2.67M -$103K -1,038 -4%
IFWM
660
Institute for Wealth Management
Colorado
$2.67M -$243K -2,454 -9%
National Bank of Canada
661
National Bank of Canada
Quebec, Canada
$2.67M +$54K +546 +2%
CIA
662
Choate Investment Advisors
Massachusetts
$2.66M -$68.4K -691 -3%
Susquehanna International Group
663
Susquehanna International Group
Pennsylvania
$2.65M -$6.62M -66,843 -73%
SFG
664
Sovereign Financial Group
Connecticut
$2.64M -$13.4K -135 -0.6%
D
665
Dentgroup
Louisiana
$2.63M -$196K -1,981 -8%
MWA
666
Meridian Wealth Advisors
Texas
$2.63M +$2.57K +26 +0.1%
EWM
667
Empirical Wealth Management
Washington
$2.62M +$1.08M +10,883 +84%
O3W
668
Omni 360 Wealth
New Jersey
$2.61M +$93.1K +941 +4%
JIC
669
Joel Isaacson & Co
New York
$2.56M -$4.75K -48 -0.2%
CWA
670
Clearview Wealth Advisors
Oregon
$2.54M -$200K -2,022 -8%
SAW
671
Signal Advisors Wealth
Michigan
$2.51M -$52.3K -528 -2%
IAIM
672
International Assets Investment Management
Florida
$2.5M +$196K +1,976 +10%
LF
673
Lighthouse Financial
Florida
$2.49M -$46.3K -468 -2%
CWM
674
CCG Wealth Management
California
$2.49M -$6.83K -69 -0.3%
AA
675
Alesco Advisors
New York
$2.49M

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.