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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
KAS
76
Kestra Advisory Services
Texas
$58.9M -$2.42M -23,986 -4%
APW
77
Austin Private Wealth
Texas
$58.1M +$4.39M +43,588 +7%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$56.3M +$1.03M +10,178 +2%
SWM
79
SilverOak Wealth Management
Minnesota
$53.9M +$354K +3,513 +0.6%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$53.9M +$852K +8,449 +1%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$53.7M -$1.98M -19,681 -3%
SCM
82
SCS Capital Management
Massachusetts
$53.1M +$657K +6,514 +1%
WWG
83
West Wealth Group
California
$50.8M +$827K +8,204 +2%
AF
84
Allworth Financial
California
$50.4M -$761K -7,546 -1%
SPIA
85
Steward Partners Investment Advisory
New York
$49.1M +$3.04M +30,171 +6%
IWC
86
Integrated Wealth Concepts
Massachusetts
$48.8M -$4.87M -48,258 -8%
NSIM
87
North Star Investment Management
Illinois
$48.5M +$41.1K +408 +0.1%
WANY
88
Wealthspire Advisors (New York)
New York
$47.6M +$33.5M +332,766 +184%
Corient Private Wealth
89
Corient Private Wealth
Florida
$47.3M +$24.3M +240,602 +89%
PA
90
Probity Advisors
Texas
$46.5M +$136K +1,348 +0.3%
OIA
91
OneDigital Investment Advisors
Kansas
$45.9M -$5.91M -58,593 -11%
CW
92
CreativeOne Wealth
Kansas
$45.6M -$3.67M -36,416 -7%
CL
93
Choreo LLC
Illinois
$44.4M -$1.82M -18,064 -4%
AI
94
Atria Investments
North Carolina
$43M +$1.87M +18,564 +4%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$42.7M +$739K +7,335 +2%
PA
96
Parallel Advisors
California
$41.8M -$91.1K -904 -0.2%
1IA
97
1834 Investment Advisors
Wisconsin
$40.9M -$1.25M -12,401 -3%
IWA
98
Icon Wealth Advisors
Texas
$39.4M +$3.63M +35,970 +9%
SPC
99
Sigma Planning Corp
Michigan
$38.7M -$5.43M -53,824 -11%
Charles Schwab
100
Charles Schwab
California
$38.7M -$2.63M -26,066 -6%

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.