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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
EPW
1101
Evergreen Private Wealth
Colorado
$671K -$35.3K -350 -5%
PI
1102
PFG Investments
New York
$669K +$605 +6 +0.1%
NCM
1103
NCM Capital Management
New Jersey
$668K
SFG
1104
SNS Financial Group
Minnesota
$666K +$274K +2,717 +61%
FMTC
1105
Farmers & Merchants Trust Company
California
$666K -$10.1K -100 -1%
RBFC
1106
Roman Butler Fullerton & Co
Missouri
$665K -$2.57M -25,499 -78%
JGIA
1107
Jackson Grant Investment Advisers
Connecticut
$664K +$807 +8 +0.1%
IRAG
1108
Investment Research & Advisory Group
Georgia
$662K
MBI
1109
May Barnhard Investments
Maryland
$660K -$484K -4,805 -40%
SFWC
1110
Strategic Family Wealth Counselors
New Jersey
$659K
PCI
1111
Planning Center Inc
Illinois
$656K -$111K -1,105 -14%
GLR
1112
Great Lakes Retirement
Ohio
$655K -$9.28K -92 -1%
CBA
1113
Coastal Bridge Advisors
Connecticut
$655K +$711K +7,053 New
SC
1114
Scotia Capital
Ontario, Canada
$655K -$24.2K -240 -3%
BHIA
1115
Birch Hill Investment Advisors
Massachusetts
$655K +$10.2K +101 +1%
HWA
1116
HCR Wealth Advisors
California
$654K +$302 +3 +0%
BSHC
1117
Breed's Hill Capital
Massachusetts
$652K
GWM
1118
GDS Wealth Management
Texas
$650K +$28.2K +280 +4%
HCM
1119
Harvey Capital Management
Florida
$647K -$2.52K -25 -0.4%
WA1
1120
Wimmer Associates 1
California
$645K -$21.7K -215 -3%
AC
1121
Annandale Capital
Texas
$645K
FNC
1122
First National Corp
Massachusetts
$644K +$71.5K +709 +11%
4WM
1123
49 Wealth Management
Texas
$644K -$32.5K -322 -4%
VHAM
1124
Van Hulzen Asset Management
California
$642K -$38.2K -379 -5%
SCTC
1125
Sanibel Captiva Trust Company
Florida
$641K -$10.1K -100 -1%

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.