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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
AF
826
Advisornet Financial
Minnesota
$1.34M +$120K +1,192 +9%
DZ Bank
827
DZ Bank
Germany
$1.33M +$1.45M +14,348 New
GAM
828
Gemmer Asset Management
California
$1.33M +$21.9K +217 +2%
VC
829
Veracity Capital
Georgia
$1.31M +$23.4K +232 +2%
BP
830
BBR Partners
New York
$1.31M
FA
831
Fedenia Advisers
Wisconsin
$1.31M -$29.6K -294 -2%
CAM
832
Clarity Asset Management
Iowa
$1.3M -$99.1K -983 -7%
PIM
833
Progressive Investment Management
Oregon
$1.3M -$40.3K -400 -3%
HBW
834
Hazlett, Burt & Watson
West Virginia
$1.29M +$321K +3,182 +30%
SVWAG
835
Sound View Wealth Advisors Group
Georgia
$1.29M -$7.86K -78 -0.6%
MCM
836
McDonough Capital Management
Florida
$1.28M
CD
837
Chapin Davis
Maryland
$1.28M -$27.1K -269 -2%
BTWM
838
Brass Tax Wealth Management
Ohio
$1.28M +$6.86K +68 +0.5%
FCFC
839
First Commonwealth Financial Corp
Pennsylvania
$1.27M -$1.11M -11,043 -45%
SFP
840
Sandbox Financial Partners
Maryland
$1.27M -$13.8K -137 -1%
AFG
841
Atomi Financial Group
New York
$1.26M +$178K +1,761 +15%
DL
842
DOHJ LLC
Washington
$1.26M +$1.37M +13,549 New
Deutsche Bank
843
Deutsche Bank
Germany
$1.26M -$4.54K -45 -0.3%
WCM
844
Winthrop Capital Management
Indiana
$1.25M -$19.2K -190 -1%
BOH
845
Bank of Hawaii
Hawaii
$1.24M
SFS
846
Summit Financial Strategies
Ohio
$1.24M
SPF
847
South Plains Financial
Texas
$1.23M
CA
848
Calton & Associates
Florida
$1.22M +$289K +2,870 +28%
WWA
849
Wealth Watch Advisors
Colorado
$1.22M -$17.7K -176 -1%
FA
850
Fermata Advisors
California
$1.22M -$66.3K -658 -5%

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.