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
PWMG
976
Private Wealth Management Group
New Jersey
$906K -$50.4K -500 -5%
EC
977
Eaton-Cambridge
Arizona
$904K
RSWA
978
Robinson Smith Wealth Advisors
Maine
$904K
MA
979
Montag & Associates
Georgia
$901K +$65.7K +652 +7%
MA
980
MONECO Advisors
Connecticut
$896K -$65.1K -646 -6%
DFG
981
Delta Financial Group
New Jersey
$895K +$807 +8 +0.1%
CAWM
982
Capital A Wealth Management
Pennsylvania
$895K -$2.28M -22,614 -70%
RIL
983
Rothschild Investment LLC
Illinois
$888K +$706 +7 +0.1%
SHA
984
Seneca House Advisors
Virginia
$884K -$2.82K -28 -0.3%
CPA
985
Capital Planning Advisors
California
$883K
CWMK
986
Caliber Wealth Management (Kansas)
Kansas
$881K +$956K +9,486 New
WS
987
Wedbush Securities
California
$879K +$424K +4,206 +80%
CB
988
CNB Bank
Pennsylvania
$873K
ODIJL
989
One Day In July LLC
Vermont
$870K -$25K -248 -3%
JWBC
990
J.W. Burns & Co
New York
$869K
BIA
991
Beacon Investment Advisors
Maryland
$867K +$942K +9,341 New
PWS
992
Proactive Wealth Strategies
Georgia
$867K +$7.16K +71 +0.8%
CWA
993
Consilio Wealth Advisors
Washington
$865K -$28.2K -280 -3%
GC
994
Garde Capital
Washington
$864K
CGA
995
Crescent Grove Advisors
Illinois
$862K
AWM
996
Atticus Wealth Management
Florida
$856K -$37K -367 -4%
TWC
997
TD Waterhouse Canada
Ontario, Canada
$856K -$138K -1,369 -13%
FTWA
998
Fifth Third Wealth Advisors
Ohio
$856K +$256K +2,536 +38%
SIC
999
Sigma Investment Counselors
Michigan
$855K -$10.1K -100 -1%
PPA
1000
Pacific Point Advisors
California
$854K

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.