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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
TCWM
1076
Total Clarity Wealth Management
Illinois
$855K -$16.8K -170 -2%
WCG
1077
Weaver Consulting Group
California
$854K -$25.3K -256 -3%
SWA
1078
SOA Wealth Advisors
New York
$849K -$130K -1,312 -15%
WF
1079
Welch & Forbes
Massachusetts
$847K
NCM
1080
NCM Capital Management
New Jersey
$844K +$44K +445 +6%
CGPCS
1081
Capital Group Private Client Services
California
$843K +$891 +9 +0.1%
W
1082
Wealthquest
Ohio
$842K +$263K +2,658 +53%
MCM
1083
Mainstream Capital Management
California
$840K -$990 -10 -0.1%
HIP
1084
HUB Investment Partners
Texas
$839K -$60.1K -607 -7%
SJGA
1085
Stephen J. Garry & Associates
New York
$838K
CB
1086
Community Bank
New York
$838K -$30K -303 -4%
HA
1087
Herold Advisors
New York
$835K -$92.5K -935 -11%
MC
1088
Middleton & Co
Massachusetts
$834K -$2.47K -25 -0.3%
T
1089
Tidemark
California
$833K -$24.9K -252 -3%
ET
1090
Equitable Trust
Tennessee
$833K +$212K +2,140 +39%
NB
1091
NBT Bank
New York
$830K -$72.3K -730 -9%
WAM
1092
Wallington Asset Management
Indiana
$829K
MM
1093
Meridian Management
Arkansas
$828K
CTA
1094
Chesley Taft & Associates
Illinois
$828K -$29.7K -300 -4%
GWM
1095
GDS Wealth Management
Texas
$826K +$48.8K +493 +7%
Neuberger Berman Group
1096
Neuberger Berman Group
New York
$825K +$13.4K +135 +2%
FNB
1097
Farmers National Bank
Kentucky
$818K -$2.47K -25 -0.3%
SC
1098
Scotia Capital
Ontario, Canada
$817K +$36.1K +365 +5%
FNBTCON
1099
First National Bank & Trust Co of Newtown
Pennsylvania
$816K
CBA
1100
Coastal Bridge Advisors
Connecticut
$815K +$34.9K +353 +5%

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.