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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
PSF
976
Pacific Sun Financial
California
$1.08M -$47.5K -480 -5%
PWMG
977
Private Wealth Management Group
New Jersey
$1.08M
MMHP
978
Murphy Middleton Hinkle & Parker
Georgia
$1.07M
GFA
979
Gallagher Fiduciary Advisors
Illinois
$1.07M -$19.2K -194 -2%
EC
980
Eaton-Cambridge
Arizona
$1.07M
RSWA
981
Robinson Smith Wealth Advisors
Maine
$1.07M
HH
982
Hilltop Holdings
Texas
$1.07M +$111K +1,121 +13%
MLL
983
Moody Lynn & Lieberson
Massachusetts
$1.07M -$169K -1,706 -15%
LSIA
984
LaSalle St. Investment Advisors
Illinois
$1.06M -$119K -1,204 -11%
LWA
985
Lantern Wealth Advisors
New York
$1.06M +$950K +9,601 New
AP
986
Americana Partners
Texas
$1.06M +$949K +9,592 New
PBF
987
Petix & Botte Financial
California
$1.05M +$337K +3,400 +55%
QCM
988
QRG Capital Management
Illinois
$1.05M -$284K -2,869 -23%
WPC
989
Wedmont Private Capital
Pennsylvania
$1.05M +$29.5K +298 +3%
FT
990
Fiduciary Trust
Massachusetts
$1.05M -$282K -2,849 -23%
SHA
991
Seneca House Advisors
Virginia
$1.05M
CPA
992
Capital Planning Advisors
California
$1.05M
JSSH
993
J. Safra Sarasin Holding
$1.04M +$940K +9,500 New
BFG
994
Beacon Financial Group
Texas
$1.04M -$116K -1,169 -11%
CB
995
CNB Bank
Pennsylvania
$1.03M
NG
996
Novem Group
New York
$1.03M +$698K +7,050 +301%
LAM
997
Lifestyle Asset Management
Texas
$1.03M +$930K +9,393 New
CGA
998
Crescent Grove Advisors
Illinois
$1.02M
CWA
999
Consilio Wealth Advisors
Washington
$1.02M -$693 -7 -0.1%
MA
1000
Montag & Associates
Georgia
$1.02M -$44.2K -447 -5%

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.