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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
CA
901
Capital Advantage
California
$1.29M -$3.41M -34,492 -75%
APW
902
Aurora Private Wealth
New Jersey
$1.28M +$11.4K +115 +1%
TW
903
TritonPoint Wealth
Maryland
$1.28M +$16K +162 +1%
TYCC
904
Texas Yale Capital Corp
Florida
$1.28M
CWP
905
CFM Wealth Partners
Texas
$1.28M -$21.8K -220 -2%
SNWA
906
Siligmueller & Norvid Wealth Advisors
Illinois
$1.28M -$56.4K -570 -5%
GKWIM
907
Gerber Kawasaki Wealth & Investment Management
California
$1.27M +$150K +1,518 +15%
MMPW
908
Mitchell McLeod Pugh & Williams
Alabama
$1.27M +$61.1K +617 +6%
MAWA
909
Moss Adams Wealth Advisors
Washington
$1.26M
GAM
910
Gemmer Asset Management
California
$1.26M -$286K -2,891 -20%
FMTC
911
Farmers & Merchants Trust Company
California
$1.26M +$423K +4,276 +60%
CWMK
912
Caliber Wealth Management (Kansas)
Kansas
$1.26M +$193K +1,946 +21%
FCA
913
Fortis Capital Advisors
Kansas
$1.26M
MAM
914
MMA Asset Management
Pennsylvania
$1.25M -$26.8K -271 -2%
AT
915
American Trust
Kentucky
$1.25M +$1.12M +11,366 New
WS
916
Wedbush Securities
California
$1.25M +$186K +1,876 +20%
BBWP
917
Beacon Bridge Wealth Partners
Pennsylvania
$1.24M
GSWM
918
Greenup Street Wealth Management
Michigan
$1.24M -$17.1K -173 -2%
FPW
919
Flagship Private Wealth
Massachusetts
$1.24M
CWM
920
C2C Wealth Management
Arizona
$1.23M
LC
921
LTG Capital
Massachusetts
$1.23M -$7.92K -80 -0.7%
BF
922
Blankinship & Foster
California
$1.23M -$58.2K -588 -5%
JFGIW
923
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22M -$18.4K -186 -2%
SB
924
Simmons Bank
Arkansas
$1.22M
FWM
925
Focused Wealth Management
New York
$1.21M +$594 +6 +0.1%

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.