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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
CANC
1101
Culbertson A N & Co
Virginia
$812K
VWM
1102
Verus Wealth Management
Wisconsin
$811K
RMDI
1103
R.M. Davis Inc
Maine
$811K +$184K +1,855 +34%
SPP
1104
Single Point Partners
Massachusetts
$809K
VA
1105
Vident Advisory
Georgia
$809K +$68.2K +689 +10%
VHAM
1106
Van Hulzen Asset Management
California
$807K +$41.7K +421 +6%
ATFA
1107
All Terrain Financial Advisors
Minnesota
$806K
AWMNH
1108
Arcadia Wealth Management (New Hampshire)
New Hampshire
$796K -$3.27K -33 -0.5%
HCM
1109
HMS Capital Management
Tennessee
$794K -$39.6K -400 -5%
SFG
1110
SNS Financial Group
Minnesota
$790K
MWM
1111
Meridian Wealth Management
Kentucky
$790K -$41.6K -420 -6%
JGIA
1112
Jackson Grant Investment Advisers
Connecticut
$788K +$792 +8 +0.1%
IRAG
1113
Investment Research & Advisory Group
Georgia
$786K +$792 +8 +0.1%
FFS
1114
Founders Financial Securities
Maryland
$786K +$99 +1 +0%
MBI
1115
May Barnhard Investments
Maryland
$783K +$297 +3 +0%
CSPIA
1116
Cary Street Partners Investment Advisory
Virginia
$783K -$50.8K -513 -7%
GC
1117
GatePass Capital
Ohio
$781K +$80.6K +814 +13%
SFWC
1118
Strategic Family Wealth Counselors
New Jersey
$781K
BHIA
1119
Birch Hill Investment Advisors
Massachusetts
$776K
PFA
1120
Pure Financial Advisors
California
$774K +$47.8K +483 +7%
HWA
1121
HCR Wealth Advisors
California
$774K -$1.39K -14 -0.2%
LWANC
1122
Laurel Wealth Advisors (North Carolina)
North Carolina
$770K +$25.7K +260 +4%
BSHC
1123
Breed's Hill Capital
Massachusetts
$769K -$4.26K -43 -0.6%
JSW
1124
Journey Strategic Wealth
New Jersey
$767K -$80K -808 -10%
AC
1125
Annandale Capital
Texas
$765K

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.