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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
CWP
676
Clark Wealth Partners
Illinois
$2.49M +$1.19K +12 +0.1%
BP
677
Ballentine Partners
Massachusetts
$2.48M -$77.9K -787 -3%
CPA
678
Capital Performance Advisors
California
$2.48M -$108K -1,095 -5%
AF
679
Alerus Financial
North Dakota
$2.48M +$4.75K +48 +0.2%
SWA
680
Strategies Wealth Advisors
Michigan
$2.47M -$192K -1,944 -8%
SFC
681
Sprinkle Financial Consultants
Colorado
$2.45M +$178K +1,798 +9%
HSA
682
HBK Sorce Advisory
Pennsylvania
$2.45M -$179K -1,806 -8%
LFP
683
Lakeshore Financial Planning
Michigan
$2.45M +$934K +9,439 +74%
BCMLT
684
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43M -$962K -9,724 -31%
TLFA
685
True Link Financial Advisors
California
$2.43M -$211K -2,133 -9%
B
686
Bailard
California
$2.41M -$109K -1,098 -5%
OA
687
Operose Advisors
Wisconsin
$2.4M -$6.53K -66 -0.3%
FFM
688
Forum Financial Management
Illinois
$2.4M -$1.19K -12 -0.1%
MCC
689
Money Concepts Capital
Florida
$2.36M -$69.2K -699 -3%
EAM
690
Evanson Asset Management
California
$2.36M -$1.49K -15 -0.1%
SP
691
Stablepoint Partners
Massachusetts
$2.34M +$36.4K +368 +2%
KWA
692
Kingswood Wealth Advisors
California
$2.34M +$17.2K +174 +0.8%
B
693
Bensler
Washington
$2.34M +$396 +4 +0%
FPW
694
Fairvoy Private Wealth
Alabama
$2.33M
WAP
695
Wealthcare Advisory Partners
Pennsylvania
$2.32M +$20K +202 +1%
SPI
696
Sutton Place Investors
New York
$2.31M -$363K -3,666 -15%
PCP
697
Proficio Capital Partners
Massachusetts
$2.29M +$157M +1,590,498 New
MSAM
698
Moloney Securities Asset Management
Missouri
$2.28M -$1.43M -14,458 -41%
MGWM
699
Marks Group Wealth Management
Minnesota
$2.28M +$495 +5 +0%
NAS
700
Nicolet Advisory Services
Wisconsin
$2.28M +$1.26M +12,684 +165%

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.