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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
OWA
1176
Opal Wealth Advisors
New York
$685K +$532K +5,370 +633%
CAMG
1177
CWA Asset Management Group
Florida
$681K -$4.75K -48 -0.8%
PFA
1178
Pinnacle Family Advisors
Missouri
$681K -$3.07M -31,049 -83%
CFG
1179
Clayton Financial Group
Missouri
$680K -$626K -6,323 -51%
CA
1180
CGN Advisors
Kansas
$679K -$40.3K -407 -6%
JAG
1181
Journey Advisory Group
Kentucky
$677K
TI
1182
tru Independence
Oregon
$674K +$396 +4 +0.1%
SWIA
1183
Solano Wealth Investment Advisors
California
$672K
KPWG
1184
KFA Private Wealth Group
Virginia
$671K +$603K +6,097 New
PWH
1185
Priebe Wealth Holdings
Minnesota
$670K
PCI
1186
Planning Center Inc
Illinois
$667K -$100K -1,010 -14%
TCOTS
1187
Trust Company of the South
North Carolina
$663K
PW
1188
PUREfi Wealth
Massachusetts
$661K +$120K +1,213 +25%
Russell Investments Group
1189
Russell Investments Group
United Kingdom
$660K +$70K +707 +13%
DE
1190
Diversified Enterprises
Delaware
$659K -$198 -2 -0%
GLR
1191
Great Lakes Retirement
Ohio
$658K -$107K -1,080 -15%
JWM
1192
JGP Wealth Management
Oregon
$655K -$3.46K -35 -0.6%
FEM
1193
Fulcrum Equity Management
Texas
$650K -$179K -1,804 -23%
DI
1194
Disciplined Investments
Oklahoma
$649K
DIA
1195
Dana Investment Advisors
Wisconsin
$646K
BFG
1196
Berger Financial Group
Minnesota
$645K -$4.75K -48 -0.8%
TSMHT
1197
Thurston Springer Miller Herd & Titak
Indiana
$644K +$165K +1,668 +40%
RWM
1198
Ritholtz Wealth Management
New York
$639K +$48K +485 +9%
OSNBOA
1199
Old Second National Bank of Aurora
Illinois
$639K
APW
1200
Axim Planning & Wealth
Ohio
$637K +$573K +5,786 New

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.