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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
WCG
1051
Weaver Consulting Group
California
$744K
ACIM
1052
Azimuth Capital Investment Management
Michigan
$743K +$13.9K +138 +2%
GI
1053
GAMCO Investors
Connecticut
$743K
WCF
1054
West Coast Financial
California
$738K -$78.9K -783 -9%
SKK
1055
Shepherd Kaplan Krochuk
Massachusetts
$738K
CB
1056
Community Bank
New York
$734K -$36.4K -361 -4%
FPGK
1057
Financial Partners Group (Kansas)
Kansas
$734K -$20.1K -199 -2%
BONH
1058
Bank of New Hampshire
New Hampshire
$730K +$5.34K +53 +0.7%
DWM
1059
Dakota Wealth Management
Florida
$729K -$7.86K -78 -1%
IIC
1060
Ironwood Investment Counsel
Arizona
$729K
BFS
1061
Bare Financial Services
Pennsylvania
$728K
T
1062
Tidemark
California
$726K +$302 +3 +0%
CTA
1063
Chesley Taft & Associates
Illinois
$726K -$90.3K -896 -10%
OAM
1064
Oppenheimer Asset Management
New York
$726K -$20.2K -200 -2%
JSW
1065
Journey Strategic Wealth
New Jersey
$722K +$32.5K +322 +4%
SWM
1066
SeaCrest Wealth Management
New York
$721K -$156K -1,551 -17%
ST
1067
Sageworth Trust
Pennsylvania
$721K
MWP
1068
Madison Wealth Partners
Wisconsin
$720K +$47K +466 +6%
FCP
1069
Fidelis Capital Partners
Florida
$719K -$13.7K -136 -2%
FEM
1070
Fulcrum Equity Management
Texas
$715K -$11.7K -116 -1%
WF
1071
Welch & Forbes
Massachusetts
$714K -$143K -1,421 -16%
PMG
1072
ProVise Management Group
Florida
$712K -$1.92K -19 -0.2%
CGPCS
1073
Capital Group Private Client Services
California
$710K +$273K +2,712 +55%
LSA
1074
Lion Street Advisors
Texas
$710K +$137K +1,361 +22%
MCM
1075
Mainstream Capital Management
California
$709K +$91.4K +907 +13%

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.