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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
WPW
1026
Watershed Private Wealth
Illinois
$815K +$111K +1,103 +14%
AFA
1027
American Financial Advisors
Georgia
$812K -$6.05K -60 -0.7%
FAM
1028
Forte Asset Management
New York
$812K
CHC
1029
City Holding Co
West Virginia
$811K +$8.67K +86 +1%
TCWM
1030
Total Clarity Wealth Management
Illinois
$806K
OPA
1031
Old Port Advisors
Maine
$804K -$198K -1,962 -18%
ACA
1032
Affinity Capital Advisors
California
$803K +$259K +2,567 +41%
SAG
1033
SageView Advisory Group
California
$803K +$202 +2 +0%
HH
1034
Hilltop Holdings
Texas
$799K +$301K +2,988 +53%
4WM
1035
4J Wealth Management
Virginia
$796K +$10.1K +100 +1%
WPA
1036
West Paces Advisors
Georgia
$793K +$142K +1,410 +20%
MCWS
1037
McKinley Carter Wealth Services
West Virginia
$791K -$1.41K -14 -0.2%
HA
1038
Herold Advisors
New York
$791K +$51.5K +511 +6%
QFW
1039
QTR Family Wealth
Florida
$790K +$859K +8,516 New
FDCP
1040
Foster Dykema Cabot & Partners
Massachusetts
$785K
IAS
1041
Insigneo Advisory Services
Florida
$778K +$845K +8,382 New
TFO
1042
Tarbox Family Office
California
$773K -$139K -1,379 -14%
MAMG
1043
Milestone Asset Management Group
Connecticut
$772K +$8.77K +87 +1%
DW
1044
Durante & Waters
New York
$770K +$837K +8,300 New
NB
1045
NBT Bank
New York
$768K -$20.7K -205 -2%
MWAM
1046
Manhattan West Asset Management
California
$768K -$1.11K -11 -0.1%
HIP
1047
HUB Investment Partners
Texas
$764K +$85.4K +847 +11%
BPWM
1048
Badgley Phelps Wealth Managers
Washington
$762K
LAS
1049
Lloyd Advisory Services
Georgia
$757K -$90K -893 -10%
BWM
1050
Buska Wealth Management
Wisconsin
$748K +$27.8K +276 +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.