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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
CWM
726
Cornerstone Wealth Management
Missouri
$1.86M -$4.64K -46 -0.2%
AWA
727
Alta Wealth Advisors
Massachusetts
$1.85M +$88.2K +875 +5%
MWM
728
Marietta Wealth Management
Georgia
$1.83M
HKIMG
729
Hutchens & Kramer Investment Management Group
Indiana
$1.83M -$171K -1,697 -8%
EWA
730
Emergent Wealth Advisors
New York
$1.82M -$238K -2,359 -11%
LL
731
LPWM LLC
Minnesota
$1.81M -$20.8K -206 -1%
SDWMA
732
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.81M +$88.7K +880 +5%
TPWA
733
TRUE Private Wealth Advisors
Oregon
$1.8M -$578K -5,735 -23%
WIM
734
WealthPlan Investment Management
Nebraska
$1.8M +$183K +1,817 +10%
KWS
735
Keystone Wealth Services
California
$1.79M -$57.6K -571 -3%
AF
736
AtlasMark Financial
Texas
$1.77M +$163K +1,618 +9%
TFGT
737
TS Financial Group (TSFG)
Illinois
$1.76M -$706 -7 -0%
EPP
738
ETF Portfolio Partners
Kansas
$1.76M -$99.1K -983 -5%
MCM
739
Manchester Capital Management
Vermont
$1.76M -$28.4K -282 -1%
ISFAN
740
Investor's Fiduciary Advisor Network
Washington
$1.75M -$139K -1,375 -7%
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$1.74M -$22.2K -220 -1%
BCM
742
Becker Capital Management
Oregon
$1.73M +$1.64M +16,316 +702%
DC
743
Davenport & Co
Virginia
$1.72M +$584K +5,796 +45%
RIG
744
RiverFront Investment Group
Virginia
$1.72M +$6.55K +65 +0.4%
HP
745
Holistic Planning
Texas
$1.72M -$48.5K -481 -3%
HFS
746
Heritage Financial Services
Massachusetts
$1.72M -$34K -337 -2%
CPIA
747
Cornell Pochily Investment Advisors
New York
$1.72M -$94.6K -938 -5%
PIA
748
Perennial Investment Advisors
California
$1.71M +$30.6K +304 +2%
BW
749
Balance Wealth
Ohio
$1.71M +$1.86M +18,466 New
SAI
750
Savvy Advisors Inc
New York
$1.71M +$1.36M +13,454 +270%

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.