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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
ITB
876
Idaho Trust Bank
Idaho
$1.33M -$273K -2,757 -19%
GG
877
Greenwood Gearhart
Arkansas
$1.33M +$208K +2,098 +21%
FWM
878
FFT Wealth Management
Pennsylvania
$1.33M +$12.3K +124 +1%
HIM
879
Hanlon Investment Management
New Jersey
$1.33M -$832K -8,402 -41%
SWM
880
SK Wealth Management
Rhode Island
$1.32M -$9.9K -100 -0.8%
AWM
881
Axxcess Wealth Management
California
$1.32M -$448K -4,525 -27%
SFA
882
Semmax Financial Advisors
North Carolina
$1.32M -$243K -2,452 -18%
Fisher Asset Management
883
Fisher Asset Management
Washington
$1.32M +$801K +8,091 +208%
USB
884
Union Savings Bank
Connecticut
$1.32M -$56.1K -567 -5%
MA
885
MKT Advisors
California
$1.32M
AFG
886
Albion Financial Group
Utah
$1.32M -$12.8M -129,102 -92%
WA
887
Wealthstream Advisors
New York
$1.31M
CIR
888
Clear Investment Research
Georgia
$1.31M -$107K -1,079 -8%
ZF
889
Zhang Financial
Michigan
$1.31M -$59.2K -598 -5%
GAM
890
Gotham Asset Management
New York
$1.31M +$768K +7,757 +188%
TIA
891
Tiemann Investment Advisors
California
$1.3M -$55.1K -557 -4%
CWG
892
Cornerstone Wealth Group
North Carolina
$1.3M +$35.1K +355 +3%
BWP
893
Balboa Wealth Partners
Arizona
$1.3M -$1.42M -14,323 -55%
KIM
894
Kestra Investment Management
Texas
$1.3M +$634K +6,409 +100%
CRFG
895
Columbia River Financial Group
Washington
$1.3M -$369K -3,733 -25%
Betterment LLC
896
Betterment LLC
New York
$1.3M +$154K +1,551 +15%
TTWM
897
TCV Trust & Wealth Management
Virginia
$1.3M
OPWM
898
Oxinas Partners Wealth Management
Indiana
$1.3M -$326K -3,290 -22%
FAM
899
Forte Asset Management
New York
$1.29M +$297K +3,000 +34%
FF
900
Friday Financial
Iowa
$1.29M +$499K +5,041 +75%

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.