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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
CCG
851
Catalina Capital Group
California
$1.22M -$155K -1,539 -11%
CCM
852
Cambridge Capital Management
Illinois
$1.22M -$90.8K -901 -6%
AA
853
Argent Advisors
Louisiana
$1.21M +$104K +1,029 +9%
CIR
854
Clear Investment Research
Georgia
$1.21M +$86.4K +857 +7%
QCG
855
Quadrant Capital Group
Ohio
$1.21M -$522K -5,176 -28%
TW
856
Towerpoint Wealth
California
$1.2M +$1.3M +12,942 New
Empower Advisory Group
857
Empower Advisory Group
Colorado
$1.2M -$10.5K -104 -0.8%
EWM
858
Empirical Wealth Management
Washington
$1.2M +$14.9K +148 +1%
AI
859
Arvest Investments
Arkansas
$1.19M -$5.02M -49,820 -79%
TCBWMS
860
Texas Capital Bank Wealth Management Services
Texas
$1.19M -$96.7K -959 -7%
PWCM
861
Processus Wealth & Capital Management
Tennessee
$1.19M +$64.6K +641 +5%
FA
862
Fountainhead AM
New Jersey
$1.19M -$16.5K -164 -1%
GF
863
Gries Financial
Ohio
$1.19M -$1.14M -11,334 -47%
AIA
864
Arcadia Investment Advisors
Idaho
$1.19M -$21.1K -209 -2%
LFP
865
Lakeshore Financial Planning
Michigan
$1.19M +$207K +2,049 +19%
RA
866
Riversedge Advisors
Delaware
$1.18M +$1.41K +14 +0.1%
EW
867
Evoke Wealth
California
$1.18M +$55.4K +550 +5%
OAS
868
Optivise Advisory Services
Tennessee
$1.18M -$2.39M -23,716 -65%
CC
869
Cadinha & Co
Hawaii
$1.18M
SCM
870
SOL Capital Management
Maryland
$1.17M -$80.7K -800 -6%
ZF
871
Zhang Financial
Michigan
$1.16M +$482K +4,785 +62%
CFG
872
Clayton Financial Group
Missouri
$1.16M
QCM
873
QRG Capital Management
Illinois
$1.16M -$385K -3,822 -23%
NEPWA
874
New England Private Wealth Advisors
Massachusetts
$1.15M +$605 +6 +0%
AC
875
AlphaCore Capital
California
$1.15M +$1.25M +12,432 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.