We are live on ! Find out more
IVW icon

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
PBF
1176
Petix & Botte Financial
California
$574K -$605 -6 -0.1%
JAG
1177
Journey Advisory Group
Kentucky
$571K
CGFA
1178
Colton Groome Financial Advisors
North Carolina
$570K -$34.5K -342 -5%
TI
1179
tru Independence
Oregon
$568K +$302 +3 +0%
SWIA
1180
Solano Wealth Investment Advisors
California
$566K
PWH
1181
Priebe Wealth Holdings
Minnesota
$565K -$68.6K -680 -10%
EWA
1182
ERTS Wealth Advisors
Michigan
$565K -$20.7K -205 -3%
AFP
1183
Ausdal Financial Partners
Iowa
$561K +$245K +2,427 +67%
TCOTS
1184
Trust Company of the South
North Carolina
$559K
DE
1185
Diversified Enterprises
Delaware
$556K +$297K +2,945 +97%
JWM
1186
JGP Wealth Management
Oregon
$555K +$2.52K +25 +0.4%
OWA
1187
ORBA Wealth Advisors
Illinois
$554K
AUB
1188
Atlantic Union Bankshares
Virginia
$550K -$7.56K -75 -1%
BFG
1189
Berger Financial Group
Minnesota
$549K +$49.9K +495 +9%
FHA
1190
Flagship Harbor Advisors
Massachusetts
$548K +$605 +6 +0.1%
DI
1191
Disciplined Investments
Oklahoma
$547K -$56.8K -563 -9%
DIA
1192
Dana Investment Advisors
Wisconsin
$544K +$56.7K +562 +11%
OP
1193
ORG Partners
Indiana
$544K +$76.4K +758 +15%
BC
1194
Brio Consultants
California
$539K +$7.86K +78 +1%
OSNBOA
1195
Old Second National Bank of Aurora
Illinois
$539K -$63.5K -630 -10%
AGWCA
1196
Annis Gardner Whiting Capital Advisors
Florida
$536K
BW
1197
BIP Wealth
Georgia
$532K
GWS
1198
Glassman Wealth Services
Virginia
$531K -$403 -4 -0.1%
CFA
1199
CWS Financial Advisors
Michigan
$531K +$202 +2 +0%
TIM
1200
Tortoise Investment Management
New York
$530K +$302 +3 +0.1%

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.