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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
CPSAC
1151
Chas P. Smith & Associates (CPS)
Florida
$611K +$133K +1,318 +25%
CA
1152
CGN Advisors
Kansas
$610K +$33.8K +335 +5%
CA
1153
Continuum Advisory
Idaho
$609K +$15.6K +155 +2%
PFA
1154
Pure Financial Advisors
California
$608K +$14.9K +148 +2%
PNC
1155
Park National Corp
Ohio
$607K
EFG
1156
Everhart Financial Group
Ohio
$606K -$17.5K -174 -3%
Millennium Management
1157
Millennium Management
New York
$605K +$403K +3,998 +159%
BFAG
1158
Blackston Financial Advisory Group
Florida
$605K -$30.9K -307 -4%
HHWM
1159
Hiley Hunt Wealth Management
Nebraska
$604K +$1.21K +12 +0.2%
DCM
1160
Dimension Capital Management
Florida
$602K
PL
1161
Plancorp LLC
Missouri
$602K
SMA
1162
Seven Mile Advisory
New Jersey
$600K
GAA
1163
Global Assets Advisory
Florida
$600K +$442K +4,389 +190%
BWM
1164
Base Wealth Management
Florida
$599K +$650K +6,448 New
SW
1165
SkyOak Wealth
Michigan
$598K -$605 -6 -0.1%
WCP
1166
Wick Capital Partners
Pennsylvania
$597K
CIA
1167
Capital Investment Advisors
Georgia
$595K -$7.26K -72 -1%
KIM
1168
Kestra Investment Management
Texas
$593K +$258K +2,560 +67%
WJWM
1169
Williams Jones Wealth Management
New York
$588K
GIA
1170
Guyasuta Investment Advisors
Pennsylvania
$587K +$2.72K +27 +0.4%
GC
1171
GatePass Capital
Ohio
$583K +$143K +1,415 +29%
MWA
1172
Monograph Wealth Advisors
California
$581K
GJWM
1173
Gilliland Jeter Wealth Management
Arkansas
$580K +$61.6K +611 +11%
CAMG
1174
CWA Asset Management Group
Florida
$579K -$385K -3,822 -38%
MCA
1175
Midwest Capital Advisors
Michigan
$579K -$667K -6,620 -52%

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.