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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
HFS
726
Heritage Financial Services
Massachusetts
$2.1M +$54.1K +547 +3%
LL
727
LPWM LLC
Minnesota
$2.1M -$44.8K -453 -2%
CRC
728
Curi RMB Capital
Illinois
$2.1M +$1.36M +13,732 +258%
TI
729
Truepoint Inc
Ohio
$2.08M -$1.5M -15,109 -44%
HP
730
Holistic Planning
Texas
$2.08M +$35.5K +359 +2%
HIS
731
Harvest Investment Services
Illinois
$2.07M -$212K -2,137 -10%
AWA
732
Alta Wealth Advisors
Massachusetts
$2.06M -$121K -1,223 -6%
WH
733
Whitcomb & Hess
Ohio
$2.06M +$86.5K +874 +5%
EPP
734
ETF Portfolio Partners
Kansas
$2.05M -$26.9K -272 -1%
BCM
735
Becker Capital Management
Oregon
$2.05M
LGW
736
Leslie Global Wealth
Illinois
$2.04M +$937K +9,462 +104%
CWS
737
Confluence Wealth Services
Pennsylvania
$2.04M -$495 -5 -0%
CPIA
738
Cornell Pochily Investment Advisors
New York
$2.04M +$297 +3 +0%
BHBT
739
Burke & Herbert Bank & Trust
Virginia
$2.03M -$24.7K -250 -1%
STA
740
Summit Trail Advisors
New York
$2.03M +$1.82M +18,424 New
AIA
741
Accelerate Investment Advisors
California
$2.02M +$129K +1,307 +8%
HPC
742
HM Payson & Co
Maine
$2M
MCM
743
Manchester Capital Management
Vermont
$1.99M -$86.4K -873 -5%
HA
744
Helium Advisors
Washington
$1.98M -$18.9K -191 -1%
SWA
745
Sax Wealth Advisors
New Jersey
$1.98M +$1.05M +10,572 +142%
SAM
746
Smartleaf Asset Management
Massachusetts
$1.97M +$1.11M +11,243 +166%
VAM
747
Verity Asset Management
North Carolina
$1.96M -$2.03M -20,482 -53%
BFS
748
Burkett Financial Services
South Carolina
$1.95M +$1.09M +10,984 +163%
RCM
749
Raleigh Capital Management
North Carolina
$1.95M -$236K -2,389 -12%
UWPG
750
Ullmann Wealth Partners Group
Florida
$1.95M +$686K +6,932 +64%

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.