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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
TPW
1001
TL Private Wealth
Texas
$853K +$21.3K +211 +2%
AWA
1002
Aaron Wealth Advisors
Illinois
$853K -$6.75K -67 -0.7%
VP
1003
Verum Partners
North Carolina
$851K -$2.62K -26 -0.3%
BWL
1004
Bogart Wealth LLC
Virginia
$846K +$4.84K +48 +0.5%
LGW
1005
Leslie Global Wealth
Illinois
$845K -$69K -684 -7%
Tudor Investment Corp
1006
Tudor Investment Corp
Connecticut
$844K +$917K +9,093 New
JFA
1007
JNBA Financial Advisors
Minnesota
$844K -$4.84K -48 -0.5%
NFP
1008
NorthLanding Financial Partners
New York
$841K -$9.17K -91 -1%
SFMG
1009
Sage Financial Management Group
Virginia
$841K -$6.45K -64 -0.7%
RWM
1010
Rockwood Wealth Management
Pennsylvania
$841K -$40.2K -399 -4%
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$841K
SWA
1012
SOA Wealth Advisors
New York
$838K +$807 +8 +0.1%
NRC
1013
New Republic Capital
North Carolina
$836K +$30.1K +299 +3%
RAS
1014
RPS Advisory Solutions
Kentucky
$835K -$4.03M -39,936 -82%
WPC
1015
Wedmont Private Capital
Pennsylvania
$832K
NCM
1016
Neumann Capital Management
California
$831K +$95.8K +950 +12%
SYBT
1017
Stock Yards Bank & Trust
Kentucky
$828K -$40.3K -400 -4%
BCM
1018
Brasada Capital Management
Texas
$828K -$130K -1,289 -11%
RMCM
1019
Reynders McVeigh Capital Management
Massachusetts
$826K
FWA
1020
FSM Wealth Advisors
Ohio
$824K
AWM
1021
Angeles Wealth Management
California
$822K
CFGW
1022
Chancellor Financial Group WB
Pennsylvania
$820K +$55.5K +551 +7%
AIA
1023
Arbor Investment Advisors
North Carolina
$818K
TSS
1024
Two Sigma Securities
New York
$818K -$440K -4,366 -33%
BEI
1025
Benjamin Edwards Inc
Missouri
$816K -$40.2K -399 -4%

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.