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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
ACM
751
Absolute Capital Management
Pennsylvania
$1.7M -$10.6K -105 -0.6%
FCAS
752
First Command Advisory Services
Texas
$1.69M -$46.2K -458 -2%
BC
753
Bowman & Company
Wisconsin
$1.69M -$1.21K -12 -0.1%
CAG
754
Crestwood Advisors Group
Massachusetts
$1.69M -$64.4K -639 -3%
HA
755
Helium Advisors
Washington
$1.69M +$4.33K +43 +0.2%
HPC
756
HM Payson & Co
Maine
$1.69M +$63K +625 +4%
CWS
757
Confluence Wealth Services
Pennsylvania
$1.67M -$44.4K -440 -2%
WH
758
Whitcomb & Hess
Ohio
$1.66M -$58.6K -581 -3%
MWM
759
Maripau Wealth Management
Indiana
$1.65M -$233K -2,308 -12%
CS
760
Capital Square
Tennessee
$1.64M +$79.8K +792 +5%
FLPIM
761
F.L. Putnam Investment Management
Massachusetts
$1.63M +$166K +1,642 +10%
FF
762
Finley Financial
Nevada
$1.62M -$30.2K -300 -2%
IMC
763
Investment Management Corporation
Virginia
$1.61M +$1.41K +14 +0.1%
AWM
764
Aprio Wealth Management
Georgia
$1.61M +$734K +7,279 +73%
MSWMA
765
Market Street Wealth Management Advisors
Indiana
$1.59M -$14.2K -141 -0.8%
AC
766
AWM Capital
Arizona
$1.59M
ESB
767
Essex Savings Bank
Connecticut
$1.59M -$80.7K -800 -4%
AIA
768
Accelerate Investment Advisors
California
$1.58M +$27.5K +273 +2%
PPW
769
PACK Private Wealth
Minnesota
$1.58M
NWA
770
Navis Wealth Advisors
New York
$1.58M +$1.81K +18 +0.1%
Vanguard Group
771
Vanguard Group
Pennsylvania
$1.58M -$66.2K -657 -4%
SPWG
772
Syntegra Private Wealth Group
Missouri
$1.58M -$24K -238 -1%
CFP
773
Comprehensive Financial Planning
Pennsylvania
$1.57M +$1.01M +10,041 +147%
NLP
774
Next Level Private
New York
$1.55M +$1.92K +19 +0.1%
D.E. Shaw & Co
775
D.E. Shaw & Co
New York
$1.54M +$1.67M +16,575 New

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.