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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
CSPIA
1076
Cary Street Partners Investment Advisory
Virginia
$707K +$25.8K +256 +3%
SJGA
1077
Stephen J. Garry & Associates
New York
$706K
MC
1078
Middleton & Co
Massachusetts
$705K +$77.6K +770 +11%
MWM
1079
Meridian Wealth Management
Kentucky
$705K -$30.2K -300 -4%
CFS
1080
CRA Financial Services
New Jersey
$704K +$412K +4,090 +117%
FCB
1081
First County Bank
Connecticut
$703K -$316K -3,135 -29%
SFWA
1082
Summit Financial Wealth Advisors
Louisiana
$702K
WAM
1083
Wallington Asset Management
Indiana
$699K -$66.1K -656 -8%
Amundi
1084
Amundi
France
$693K -$629K -6,243 -46%
FNB
1085
Farmers National Bank
Kentucky
$692K -$2.52K -25 -0.3%
CWP
1086
Curated Wealth Partners
California
$692K
SWA
1087
Sax Wealth Advisors
New Jersey
$690K +$165K +1,640 +28%
SIM
1088
Stratos Investment Management
Ohio
$689K +$137K +1,363 +22%
FNBTCON
1089
First National Bank & Trust Co of Newtown
Pennsylvania
$688K -$223K -2,212 -23%
BOS
1090
Bank of Stockton
California
$685K -$3.53K -35 -0.5%
CANC
1091
Culbertson A N & Co
Virginia
$684K
VWM
1092
Verus Wealth Management
Wisconsin
$684K
Neuberger Berman Group
1093
Neuberger Berman Group
New York
$683K -$10.9K -108 -1%
SPP
1094
Single Point Partners
Massachusetts
$682K -$17K -169 -2%
NAS
1095
Nicolet Advisory Services
Wisconsin
$682K -$103K -1,020 -12%
ATFA
1096
All Terrain Financial Advisors
Minnesota
$679K
MM
1097
Meridian Management
Arkansas
$675K
AWMNH
1098
Arcadia Wealth Management (New Hampshire)
New Hampshire
$674K -$33K -327 -4%
CFP
1099
Catalyst Financial Partners
Massachusetts
$673K -$7.66K -76 -1%
FFS
1100
Founders Financial Securities
Maryland
$671K +$80.3K +797 +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.