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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
MMHP
901
Murphy Middleton Hinkle & Parker
Georgia
$1.07M +$504 +5 +0%
APW
902
Aurora Private Wealth
New Jersey
$1.07M +$402K +3,992 +53%
FWM
903
FFT Wealth Management
Pennsylvania
$1.07M +$82.8K +821 +8%
CP
904
Canopy Partners
Ohio
$1.07M +$70.5K +699 +6%
FIM
905
Freedom Investment Management
Connecticut
$1.07M +$599K +5,937 +107%
MAWA
906
Moss Adams Wealth Advisors
Washington
$1.06M
TW
907
TritonPoint Wealth
Maryland
$1.06M +$74.8K +742 +7%
T
908
Transce3nd
Texas
$1.06M +$102K +1,007 +10%
CWG
909
Cornerstone Wealth Group
North Carolina
$1.06M -$147K -1,454 -11%
FCA
910
Fortis Capital Advisors
Kansas
$1.06M -$692K -6,863 -38%
GSWM
911
Greenup Street Wealth Management
Michigan
$1.06M -$4.48M -44,469 -80%
MLL
912
Moody Lynn & Lieberson
Massachusetts
$1.06M
LA
913
Lifeworks Advisors
Michigan
$1.05M +$41.8K +415 +4%
JFGIW
914
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.05M +$18.8K +186 +2%
SWP
915
Semus Wealth Partners
Florida
$1.05M +$52.2K +518 +5%
BBWP
916
Beacon Bridge Wealth Partners
Pennsylvania
$1.05M -$5.54K -55 -0.5%
LC
917
LTG Capital
Massachusetts
$1.04M -$40.3K -400 -3%
FPW
918
Flagship Private Wealth
Massachusetts
$1.04M -$28.7K -285 -2%
MCM
919
MidAtlantic Capital Management
Virginia
$1.04M
CWM
920
C2C Wealth Management
Arizona
$1.04M
SWM
921
SK Wealth Management
Rhode Island
$1.03M +$21.3K +211 +2%
WTB
922
Washington Trust Bank
Washington
$1.03M -$49.9K -495 -4%
SB
923
Simmons Bank
Arkansas
$1.03M
FWM
924
Focused Wealth Management
New York
$1.02M -$7.76K -77 -0.7%
FNBSF
925
First National Bank Sioux Falls
South Dakota
$1.02M

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.