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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
HCM
1126
Harvey Capital Management
Florida
$760K
CWM
1127
Castle Wealth Management
Florida
$760K
GI
1128
GAMMA Investing
California
$758K +$123K +1,242 +22%
FWM
1129
FLP Wealth Management
Arkansas
$754K +$12K +121 +2%
PMG
1130
ProVise Management Group
Florida
$754K -$81.3K -821 -11%
GWA
1131
Geometric Wealth Advisors
District of Columbia
$752K
EPW
1132
Evergreen Private Wealth
Colorado
$752K -$39.9K -403 -6%
STCOSD
1133
Sageworth Trust Company of South Dakota
South Dakota
$749K
RF
1134
Rossby Financial
Florida
$749K +$7.03K +71 +1%
TWA
1135
Talisman Wealth Advisors
New Jersey
$746K +$110K +1,109 +20%
CA
1136
Claro Advisors
Massachusetts
$746K -$348K -3,520 -34%
GFM
1137
GEN Financial Management
Minnesota
$746K -$3.17K -32 -0.5%
OPW
1138
Oxler Private Wealth
New York
$743K +$495 +5 +0.1%
FCB
1139
First County Bank
Connecticut
$739K -$85K -859 -11%
BHWM
1140
Bar Harbor Wealth Management
New Hampshire
$738K -$1.09K -11 -0.2%
HA
1141
Huntleigh Advisors
Missouri
$736K -$990 -10 -0.1%
BCA
1142
Bay Colony Advisors
Massachusetts
$735K +$660K +6,672 New
DWM
1143
Dakota Wealth Management
Florida
$729K -$122K -1,233 -16%
CPRC
1144
Consolidated Portfolio Review Corp
New York
$728K +$409K +4,129 +166%
PI
1145
PFG Investments
New York
$727K -$59.3K -599 -8%
VFS
1146
Valpey Financial Services
New Hampshire
$724K +$651K +6,579 New
OWMIAS
1147
One Wealth Management Investment & Advisory Services
Florida
$722K -$5.64K -57 -0.9%
4WM
1148
49 Wealth Management
Texas
$721K -$37.8K -382 -6%
PNC
1149
Park National Corp
Ohio
$720K
WIC
1150
Woodmont Investment Counsel
Tennessee
$720K +$127K +1,287 +25%

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.