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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
IAS
1026
Insigneo Advisory Services
Florida
$978K +$49.3K +498 +6%
LWCFA
1027
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$978K -$41.6K -420 -5%
TWC
1028
TD Waterhouse Canada
Ontario, Canada
$977K -$20.8K -210 -2%
SIM
1029
Stratos Investment Management
Ohio
$976K +$143K +1,445 +19%
AWM
1030
Angeles Wealth Management
California
$974K
SYBT
1031
Stock Yards Bank & Trust
Kentucky
$974K -$7.42K -75 -0.8%
CFGW
1032
Chancellor Financial Group WB
Pennsylvania
$973K +$99 +1 +0%
MA
1033
MONECO Advisors
Connecticut
$972K -$81.7K -825 -9%
AFA
1034
American Financial Advisors
Georgia
$972K +$7.52K +76 +0.9%
AIA
1035
Arbor Investment Advisors
North Carolina
$970K
LSA
1036
Lion Street Advisors
Texas
$969K +$115K +1,159 +15%
OAM
1037
Oppenheimer Asset Management
New York
$966K +$94.4K +954 +12%
PWS
1038
Proactive Wealth Strategies
Georgia
$964K -$58.4K -590 -6%
WPW
1039
Watershed Private Wealth
Illinois
$963K -$3.66K -37 -0.4%
AWM
1040
Atticus Wealth Management
Florida
$962K -$48.2K -487 -5%
BW
1041
Balance Wealth
Ohio
$960K -$965K -9,747 -53%
PP
1042
Prudential plc
United Kingdom
$958K +$861K +8,700 New
FWCM
1043
Ferguson Wellman Capital Management
Oregon
$946K -$322K -3,258 -27%
CFS
1044
CRA Financial Services
New Jersey
$934K +$89.5K +904 +12%
MWAM
1045
Manhattan West Asset Management
California
$933K +$20.7K +209 +3%
4WM
1046
4J Wealth Management
Virginia
$932K -$11K -111 -1%
FDCP
1047
Foster Dykema Cabot & Partners
Massachusetts
$931K
FI
1048
FWG Investments
Kentucky
$930K +$836K +8,451 New
CFP
1049
Catalyst Financial Partners
Massachusetts
$930K +$118K +1,195 +16%
GF
1050
Gries Financial
Ohio
$930K -$432K -4,366 -34%

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.