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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
IWM
826
Iams Wealth Management
Nebraska
$1.53M -$965K -9,746 -41%
SVWAG
827
Sound View Wealth Advisors Group
Georgia
$1.53M +$99 +1 +0%
MCM
828
McDonough Capital Management
Florida
$1.52M
RFA
829
Resurgent Financial Advisors
Georgia
$1.51M -$160K -1,620 -11%
SFP
830
Sandbox Financial Partners
Maryland
$1.51M +$1.58K +16 +0.1%
CD
831
Chapin Davis
Maryland
$1.5M -$13.4K -135 -1%
HBW
832
Hazlett, Burt & Watson
West Virginia
$1.5M -$29.3K -296 -2%
AFG
833
Atomi Financial Group
New York
$1.5M -$693 -7 -0.1%
SF
834
Summit Financial
New Jersey
$1.49M -$203K -2,049 -13%
ABTD
835
Arvest Bank Trust Division
Oklahoma
$1.49M -$11.5M -116,147 -90%
WCM
836
Winthrop Capital Management
Indiana
$1.49M +$198 +2 +0%
Deutsche Bank
837
Deutsche Bank
Germany
$1.48M -$5.25K -53 -0.4%
RIS
838
Richmond Investment Services
Wisconsin
$1.48M +$1.1M +11,108 +476%
TWM
839
Tripletail Wealth Management
Florida
$1.48M +$1.27M +12,825 New
S
840
SignatureFD
Georgia
$1.47M -$228K -2,299 -15%
BOH
841
Bank of Hawaii
Hawaii
$1.47M -$2.57K -26 -0.2%
SPF
842
South Plains Financial
Texas
$1.47M +$14.8K +150 +1%
FFA
843
Florida Financial Advisors
Florida
$1.47M +$277K +2,795 +26%
AA
844
Argent Advisors
Louisiana
$1.47M +$27.3K +276 +2%
RA
845
Riversedge Advisors
Delaware
$1.45M +$41.6K +420 +3%
EFG
846
Ethos Financial Group
Pennsylvania
$1.45M +$761K +7,692 +142%
CCM
847
Cambridge Capital Management
Illinois
$1.44M +$1.39K +14 +0.1%
HCM
848
Highview Capital Management
Illinois
$1.43M -$692K -6,993 -35%
SFS
849
Summit Financial Strategies
Ohio
$1.43M -$38.1K -385 -3%
QCG
850
Quadrant Capital Group
Ohio
$1.43M

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.