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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
MSA
776
Marino Stram & Associates
Massachusetts
$1.54M +$13.4K +133 +0.8%
AWM
777
Axxcess Wealth Management
California
$1.54M +$42.5K +422 +3%
MSWM
778
McGlone Suttner Wealth Management
Wisconsin
$1.53M -$32.6K -323 -2%
RW
779
REDW Wealth
New Mexico
$1.53M +$92.2K +915 +6%
BFS
780
Bradley Foster & Sargent
Connecticut
$1.53M -$34.7K -344 -2%
FA
781
Fiduciary Alliance
South Carolina
$1.53M -$24.8K -246 -1%
VVP
782
Venture Visionary Partners
Ohio
$1.52M +$52.4K +520 +3%
SWM
783
Sendero Wealth Management
Texas
$1.51M
BA
784
Bellwether Advisors
Nebraska
$1.51M -$123K -1,224 -7%
ACM
785
Advisors Capital Management
New Jersey
$1.51M -$706K -7,007 -30%
CPIG
786
Chicago Partners Investment Group
Illinois
$1.51M +$384K +3,812 +32%
AAP
787
Arax Advisory Partners
Colorado
$1.51M +$1.19M +11,793 +266%
PB
788
Pinnacle Bancorp
Nebraska
$1.5M -$7.26K -72 -0.4%
SW
789
SlateStone Wealth
Florida
$1.48M +$40.4K +401 +3%
WPC
790
White Pine Capital
Minnesota
$1.48M -$4.84K -48 -0.3%
DWMS
791
Dominguez Wealth Management Solutions
Virginia
$1.47M +$1.01K +10 +0.1%
WCM
792
WealthTrak Capital Management
Virginia
$1.46M +$64.6K +641 +4%
ACI
793
Alpha Cubed Investments
California
$1.46M
GWM
794
GSB Wealth Management
Connecticut
$1.45M -$4.64K -46 -0.3%
S
795
SignatureFD
Georgia
$1.45M +$26.2K +260 +2%
EWA
796
Evolution Wealth Advisors
Florida
$1.45M +$759K +7,530 +93%
SF
797
Summit Financial
New Jersey
$1.45M +$440K +4,369 +39%
LA
798
Legacy Advisors
Pennsylvania
$1.44M
VPIM
799
Vanguard Personalized Indexing Management
California
$1.44M +$864K +8,569 +123%
TWP
800
Tempus Wealth Planning
California
$1.43M +$452K +4,479 +41%

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.