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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
RIG
701
RiverFront Investment Group
Virginia
$2.27M +$208K +2,100 +11%
CG
702
Corundum Group
Colorado
$2.26M
KWM
703
Kaydan Wealth Management
Michigan
$2.24M +$3.37K +34 +0.2%
MWA
704
Merkkuri Wealth Advisors
New York
$2.24M -$55.6K -562 -3%
TL
705
Tradewinds LLC
North Carolina
$2.24M +$1.64M +16,541 +436%
CWM
706
Cornerstone Wealth Management
Missouri
$2.23M +$30K +303 +2%
MA
707
MBA Advisors
Pennsylvania
$2.23M -$80.1K -809 -4%
HFS
708
Hopwood Financial Services
Virginia
$2.23M
HCM
709
Hicks Capital Management
Ohio
$2.23M -$4.95K -50 -0.2%
PFG
710
Pinnacle Financial Group
Illinois
$2.22M -$27.7K -280 -1%
BNMT
711
Bawa N Mallick Trust
New York
$2.22M
HCP
712
Holt Capital Partners
Texas
$2.22M
BWP
713
Bernardo Wealth Planning
Pennsylvania
$2.22M -$18.1K -183 -0.9%
TFGT
714
TS Financial Group (TSFG)
Illinois
$2.2M +$101K +1,020 +5%
NWA
715
Navis Wealth Advisors
New York
$2.18M +$271K +2,737 +16%
MWM
716
Marietta Wealth Management
Georgia
$2.17M
KFAA
717
Klaas Financial Asset Advisors
Illinois
$2.17M -$38.2K -386 -2%
APC
718
Aspire Private Capital
North Carolina
$2.17M -$99.9K -1,009 -5%
OAS
719
Optivise Advisory Services
Tennessee
$2.17M +$691K +6,982 +55%
BFA
720
Beacon Financial Advisory
Ohio
$2.16M -$38.8K -392 -2%
EWA
721
Emergent Wealth Advisors
New York
$2.16M +$2.47K +25 +0.1%
FCH
722
Freestone Capital Holdings
Washington
$2.15M -$48.1K -486 -2%
CFO
723
Custos Family Office
Texas
$2.14M -$69.4K -701 -3%
WT
724
Whittier Trust
California
$2.14M -$56.1K -567 -3%
AIS
725
American Investment Services
Massachusetts
$2.1M -$351K -3,545 -16%

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.