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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
SIA
76
Stegner Investment Associates
Kentucky
$70M -$132K -1,329 -0.2%
VA
77
Valmark Advisers
Ohio
$69.6M -$4.76M -48,071 -7%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$68.2M +$881K +8,905 +1%
SCM
79
SCS Capital Management
Massachusetts
$66.3M +$2.96M +29,862 +5%
SWM
80
SilverOak Wealth Management
Minnesota
$64M +$3.66K +37 +0%
UFF
81
USA Financial Formulas
Michigan
$63.1M -$73.5M -742,707 -56%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$61.7M -$1.79M -18,131 -3%
AF
83
Allworth Financial
California
$59.1M -$656K -6,623 -1%
APW
84
Austin Private Wealth
Texas
$58.6M -$9.29M -93,842 -15%
FDP
85
Financiere des Professionnels
Quebec, Canada
$57.3M -$18.8M -190,000 -27%
NSIM
86
North Star Investment Management
Illinois
$57M -$535K -5,402 -1%
IWC
87
Integrated Wealth Concepts
Massachusetts
$56.7M -$1.01M -10,163 -2%
PA
88
Probity Advisors
Texas
$55.8M +$545K +5,503 +1%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$53.5M -$87.4M -883,320 -65%
PA
90
Parallel Advisors
California
$52.4M +$2.55M +25,745 +6%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$52.4M +$1.54M +15,561 +3%
CW
92
CreativeOne Wealth
Kansas
$51.6M -$2.18M -21,987 -4%
WA
93
Waverly Advisors
Alabama
$49.7M +$4.31M +43,555 +11%
CL
94
Choreo LLC
Illinois
$49.1M -$3.24M -32,709 -7%
OIA
95
OneDigital Investment Advisors
Kansas
$48.8M -$5.08M -51,311 -10%
AI
96
Atria Investments
North Carolina
$48.2M -$2.58M -26,063 -6%
WWG
97
West Wealth Group
California
$47.9M -$12.3M -123,805 -23%
SPC
98
Sigma Planning Corp
Michigan
$47.1M +$1.11M +11,241 +3%
IWA
99
Icon Wealth Advisors
Texas
$46.6M -$40.7K -411 -0.1%
1IA
100
1834 Investment Advisors
Wisconsin
$45M -$3.11M -31,430 -7%

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.