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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
USCWA
951
U.S. Capital Wealth Advisors
Texas
$1.15M +$53.7K +543 +6%
BOS
952
Bank of Stockton
California
$1.14M +$298K +3,015 +41%
SWP
953
Semus Wealth Partners
Florida
$1.14M -$90.1K -910 -8%
RDFA
954
Ritter Daniher Financial Advisory
Ohio
$1.14M -$127K -1,288 -11%
PCM
955
Pennsylvania Capital Management
Pennsylvania
$1.14M +$1.03M +10,356 New
SIC
956
Salem Investment Counselors
North Carolina
$1.14M
CIC
957
Chilton Investment Company
Connecticut
$1.14M +$1.02M +10,342 New
TPW
958
TL Private Wealth
Texas
$1.14M +$3.37K +34 +0.3%
MG
959
McHugh Group
Ohio
$1.13M
FFG
960
Fortress Financial Group
Minnesota
$1.12M
LWM
961
Lakeridge Wealth Management
Ohio
$1.12M -$17.6K -178 -2%
PWA
962
Provenance Wealth Advisors
Florida
$1.12M -$6.63K -67 -0.7%
CCWM
963
Cassaday & Co Wealth Management
Virginia
$1.12M
ODIJL
964
One Day In July LLC
Vermont
$1.11M +$72.7K +735 +8%
ACS
965
Archford Capital Strategies
Illinois
$1.11M
RA
966
RFG Advisory
Alabama
$1.11M -$1.54M -15,576 -61%
IA
967
IFG Advisors
Missouri
$1.11M +$198 +2 +0%
BCM
968
Brasada Capital Management
Texas
$1.11M
KF
969
Krilogy Financial
Missouri
$1.1M +$992K +10,027 New
SMA
970
Sage Mountain Advisors
Georgia
$1.1M
DAS
971
Dynamic Advisor Solutions
Arizona
$1.1M -$8.81K -89 -0.9%
OC
972
Oakworth Capital
Alabama
$1.1M -$5.54K -56 -0.6%
ETC
973
Exchange Traded Concepts
Oklahoma
$1.1M +$986K +9,958 New
TWM
974
Thrive Wealth Management
Pennsylvania
$1.09M -$14.2K -143 -1%
RIG
975
Ramiah Investment Group
Wisconsin
$1.08M +$974K +9,841 New

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.