We are live on ! Find out more
IVW icon

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
DCM
1151
Dimension Capital Management
Florida
$715K
PL
1152
Plancorp LLC
Missouri
$714K
HHWM
1153
Hiley Hunt Wealth Management
Nebraska
$713K +$1.29K +13 +0.2%
SMA
1154
Seven Mile Advisory
New Jersey
$712K
RSA
1155
River Street Advisors
Illinois
$710K +$142K +1,433 +29%
ICMM
1156
Integrated Capital Management (Michigan)
Michigan
$710K -$48.9K -494 -7%
GJWM
1157
Gilliland Jeter Wealth Management
Arkansas
$710K +$19K +192 +3%
WCP
1158
Wick Capital Partners
Pennsylvania
$708K +$1.11M +11,253 +175%
IPW
1159
Intergy Private Wealth
Colorado
$705K -$40.7K -411 -6%
TA
1160
TFB Advisors
Kansas
$705K -$32.3K -326 -5%
SWM
1161
SeaCrest Wealth Management
New York
$701K -$138K -1,399 -18%
FHA
1162
Flagship Harbor Advisors
Massachusetts
$700K +$44.6K +451 +8%
WJWM
1163
Williams Jones Wealth Management
New York
$698K
GIA
1164
Guyasuta Investment Advisors
Pennsylvania
$696K
ACA
1165
Affinity Capital Advisors
California
$696K -$254K -2,567 -29%
BWM
1166
Base Wealth Management
Florida
$696K -$12.8K -129 -2%
EFG
1167
Everhart Financial Group
Ohio
$694K -$21.8K -220 -3%
WA1
1168
Wimmer Associates 1
California
$694K
QP
1169
Quartz Partners
New York
$692K +$99.2K +1,002 +19%
SW
1170
SkyOak Wealth
Michigan
$691K -$16.1K -163 -3%
MWA
1171
Monograph Wealth Advisors
California
$689K
CGFA
1172
Colton Groome Financial Advisors
North Carolina
$688K +$22.3K +225 +4%
BC
1173
Brio Consultants
California
$687K +$43K +434 +7%
MCA
1174
Midwest Capital Advisors
Michigan
$686K
FNC
1175
First National Corp
Massachusetts
$686K -$70.2K -709 -10%

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.