We are live on ! Find out more
IVW icon

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
PR
951
Payden & Rygel
California
$958K +$2.62K +26 +0.3%
PSF
952
Pacific Sun Financial
California
$957K
CA
953
Claro Advisors
Massachusetts
$956K -$89.6K -889 -8%
RF
954
RHS Financial
California
$954K -$1.08M -10,702 -51%
MG
955
McHugh Group
Ohio
$952K
Betterment LLC
956
Betterment LLC
New York
$951K +$54.7K +543 +6%
PWA
957
Provenance Wealth Advisors
Florida
$949K -$3.33K -33 -0.3%
FFG
958
Fortress Financial Group
Minnesota
$948K
LFA
959
LGT Financial Advisors
Texas
$948K -$46.2K -458 -4%
SIAM
960
Sterling Investment Advisors (Missouri)
Missouri
$947K +$7.76K +77 +0.8%
AC
961
Apella Capital
Connecticut
$943K +$8.17K +81 +0.8%
CCWM
962
Cassaday & Co Wealth Management
Virginia
$942K
GPFA
963
Game Plan Financial Advisors
Ohio
$941K
ACS
964
Archford Capital Strategies
Illinois
$937K +$1.02M +10,095 New
TWCA
965
Two West Capital Advisors
Kansas
$937K +$276K +2,736 +36%
TWM
966
Thrive Wealth Management
Pennsylvania
$935K -$1.51K -15 -0.1%
IA
967
IFG Advisors
Missouri
$934K -$23.6K -234 -2%
DAS
968
Dynamic Advisor Solutions
Arizona
$934K -$93.6K -928 -8%
GKWIM
969
Gerber Kawasaki Wealth & Investment Management
California
$932K +$1.01M +10,043 New
OC
970
Oakworth Capital
Alabama
$931K +$60K +595 +6%
DT
971
Diversified Trust
Tennessee
$929K +$328K +3,254 +48%
SMA
972
Sage Mountain Advisors
Georgia
$929K
GG
973
Greenwood Gearhart
Arkansas
$927K +$201K +1,997 +25%
GFA
974
Gallagher Fiduciary Advisors
Illinois
$923K +$208K +2,064 +26%
USCWA
975
U.S. Capital Wealth Advisors
Texas
$915K -$1.15M -11,416 -54%

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.