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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
LF
926
LifeSteps Financial
California
$1.02M -$74.2K -736 -6%
ECA
927
Elevated Capital Advisors
Utah
$1.02M -$92.2K -915 -8%
MA
928
MKT Advisors
California
$1.02M
FNT
929
First National Trust
Pennsylvania
$1.01M -$544K -5,396 -33%
MMPW
930
Mitchell McLeod Pugh & Williams
Alabama
$1.01M -$6.65K -66 -0.6%
TFG
931
Taylor Financial Group
Virginia
$1.01M
LA
932
LexAurum Advisors
Kansas
$1.01M +$44.6K +442 +4%
SNB
933
Security National Bank
Nebraska
$1.01M +$55.9K +554 +5%
LSIA
934
LaSalle St. Investment Advisors
Illinois
$1M +$38.7K +384 +4%
SXL
935
Summit X LLC
Missouri
$1M -$32.3K -320 -3%
UWPG
936
Ullmann Wealth Partners Group
Florida
$998K
LWM
937
LongView Wealth Management
Georgia
$995K +$48K +476 +5%
SIM
938
Synergy Investment Management
Florida
$991K -$25.5K -253 -2%
EAM
939
Empirical Asset Management
Massachusetts
$990K +$108K +1,068 +11%
SWM
940
Stockman Wealth Management
Montana
$989K -$504 -5 -0%
FDCDDQ
941
Federation des caisses Desjardins du Quebec
Quebec, Canada
$988K -$89.2K -885 -8%
HCM
942
Hollencrest Capital Management
California
$988K
KW
943
KWB Wealth
California
$986K
BFG
944
Beacon Financial Group
Texas
$983K +$160K +1,584 +18%
FFA
945
Florida Financial Advisors
Florida
$980K -$79.2K -786 -7%
NWAG
946
Net Worth Advisory Group
Utah
$977K +$20.4K +202 +2%
PFBT
947
Parkside Financial Bank & Trust
Missouri
$968K +$202 +2 +0%
LWM
948
Lakeridge Wealth Management
Ohio
$965K +$21.3K +211 +2%
HNWA
949
Henrickson Nauta Wealth Advisors
Michigan
$962K -$4.94K -49 -0.4%
SIC
950
Salem Investment Counselors
North Carolina
$960K

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.