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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
BW
1001
BIP Wealth
Georgia
$1.02M +$348K +3,515 +61%
CA
1002
Continuum Advisory
Idaho
$1.02M +$264K +2,672 +41%
ECA
1003
Elevated Capital Advisors
Utah
$1.02M
PPA
1004
Pacific Point Advisors
California
$1.01M
VP
1005
Verum Partners
North Carolina
$1.01M +$792 +8 +0.1%
BIA
1006
Beacon Investment Advisors
Maryland
$1.01M -$14K -141 -2%
SAG
1007
SageView Advisory Group
California
$1.01M +$15.6K +158 +2%
IIC
1008
Ironwood Investment Counsel
Arizona
$1.01M +$127K +1,284 +16%
NFP
1009
NorthLanding Financial Partners
New York
$998K +$792 +8 +0.1%
RWM
1010
Rockwood Wealth Management
Pennsylvania
$997K
JWBC
1011
J.W. Burns & Co
New York
$997K -$30.4K -307 -3%
GPFA
1012
Game Plan Financial Advisors
Ohio
$995K -$109K -1,100 -11%
SCM
1013
Saxony Capital Management
Missouri
$994K +$894K +9,032 New
MAMG
1014
Milestone Asset Management Group
Connecticut
$993K +$69.8K +705 +8%
JFA
1015
JNBA Financial Advisors
Minnesota
$992K -$7.82K -79 -0.9%
EA
1016
Everpar Advisors
Oklahoma
$992K +$215K +2,169 +32%
AWA
1017
Aaron Wealth Advisors
Illinois
$991K -$18.1K -183 -2%
MI
1018
Moneywise Inc
Virginia
$991K -$6.19M -62,506 -87%
WPA
1019
West Paces Advisors
Georgia
$990K +$44.5K +450 +5%
CHC
1020
City Holding Co
West Virginia
$987K +$22.6K +228 +3%
MWA
1021
MN Wealth Advisors
Kansas
$986K +$386K +3,895 +77%
NCM
1022
Neumann Capital Management
California
$985K
SFMG
1023
Sage Financial Management Group
Virginia
$982K -$13.9K -140 -2%
RMCM
1024
Reynders McVeigh Capital Management
Massachusetts
$979K
FWA
1025
FSM Wealth Advisors
Ohio
$978K

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.