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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
MWA
701
Merkkuri Wealth Advisors
New York
$1.94M +$141K +1,394 +7%
SP
702
Stablepoint Partners
Massachusetts
$1.94M -$55.2K -548 -3%
MHC
703
May Hill Capital
Massachusetts
$1.94M +$1.62M +16,108 +337%
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$1.94M -$59K -585 -3%
APC
705
Aspire Private Capital
North Carolina
$1.92M +$351K +3,480 +20%
IAIM
706
International Assets Investment Management
Florida
$1.92M +$197K +1,951 +10%
MGWM
707
Marks Group Wealth Management
Minnesota
$1.92M +$17K +169 +0.8%
CG
708
Corundum Group
Colorado
$1.9M -$603K -5,985 -23%
PFG
709
Pinnacle Financial Group
Illinois
$1.9M -$93.5K -927 -4%
SFC
710
Sprinkle Financial Consultants
Colorado
$1.9M +$218K +2,162 +12%
HIM
711
Hanlon Investment Management
New Jersey
$1.9M -$309K -3,069 -13%
BWP
712
Bernardo Wealth Planning
Pennsylvania
$1.89M
KWM
713
Kaydan Wealth Management
Michigan
$1.89M +$202 +2 +0%
HCM
714
Hicks Capital Management
Ohio
$1.88M +$2.05M +20,303 New
HFS
715
Hopwood Financial Services
Virginia
$1.88M
BNMT
716
Bawa N Mallick Trust
New York
$1.88M
HCP
717
Holt Capital Partners
Texas
$1.88M
CFO
718
Custos Family Office
Texas
$1.87M -$105K -1,039 -5%
KFAA
719
Klaas Financial Asset Advisors
Illinois
$1.87M -$69.5K -689 -3%
RCM
720
Raleigh Capital Management
North Carolina
$1.87M -$39.1K -388 -2%
PA
721
Procyon Advisors
Connecticut
$1.86M -$101K -1,002 -5%
BFA
722
Beacon Financial Advisory
Ohio
$1.86M -$39.3K -390 -2%
FCH
723
Freestone Capital Holdings
Washington
$1.86M +$202 +2 +0%
WT
724
Whittier Trust
California
$1.86M
HCM
725
Highview Capital Management
Illinois
$1.86M -$2.92M -29,012 -59%

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.