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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
PAM
1201
Palisade Asset Management
Minnesota
$530K
EFG
1202
Ethos Financial Group
Pennsylvania
$527K -$6.45K -64 -1%
TWA
1203
Talisman Wealth Advisors
New Jersey
$526K +$159K +1,575 +38%
GI
1204
GAMMA Investing
California
$524K
CMP
1205
Courage Miller Partners
Virginia
$522K -$403 -4 -0.1%
AWA
1206
Amplius Wealth Advisors
Pennsylvania
$522K +$605 +6 +0.1%
CCA
1207
Conservest Capital Advisors
Pennsylvania
$519K -$42.9K -426 -7%
YIH
1208
Y-Intercept (HK)
Hong Kong
$517K +$561K +5,569 New
LJAC
1209
L.J. Altfest & Co
New York
$517K
AWM
1210
Accurate Wealth Management
Florida
$516K -$256K -2,535 -31%
SFG
1211
Sage Financial Group
Pennsylvania
$516K
TFO
1212
Timonier Family Office
North Carolina
$514K
SCA
1213
STALEY CAPITAL ADVISERS
Pennsylvania
$514K
BOPW
1214
Brandywine Oak Private Wealth
Pennsylvania
$513K
RMDI
1215
R.M. Davis Inc
Maine
$511K -$10.1K -100 -2%
ACP
1216
Aveo Capital Partners
Colorado
$511K -$536K -5,312 -50%
BMWM
1217
Brown Miller Wealth Management
Virginia
$510K +$554K +5,498 New
SWM
1218
Segment Wealth Management
Texas
$504K +$20.6K +204 +4%
ET
1219
Equitable Trust
Tennessee
$504K
NA
1220
Novus Advisors
South Carolina
$498K +$71.8K +712 +15%
QWM
1221
Quadcap Wealth Management
Texas
$498K -$5.95K -59 -1%
GCA
1222
Gradient Capital Advisors
California
$497K
RWM
1223
Ritholtz Wealth Management
New York
$494K
CRC
1224
Curi RMB Capital
Illinois
$494K -$5.01M -49,692 -90%
PWP
1225
Principle Wealth Partners
Connecticut
$494K

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.