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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
AFG
1201
ABLE Financial Group
Arizona
$637K +$572K +5,784 New
AGWCA
1202
Annis Gardner Whiting Capital Advisors
Florida
$635K
CFA
1203
CWS Financial Advisors
Michigan
$630K +$297 +3 +0.1%
TIM
1204
Tortoise Investment Management
New York
$629K +$297 +3 +0.1%
PAM
1205
Palisade Asset Management
Minnesota
$628K
GWS
1206
Glassman Wealth Services
Virginia
$627K -$2.77K -28 -0.5%
BPC
1207
Bearing Point Capital
Minnesota
$627K +$563K +5,692 New
AWA
1208
Amplius Wealth Advisors
Pennsylvania
$620K +$495 +5 +0.1%
CMP
1209
Courage Miller Partners
Virginia
$619K
CCA
1210
Conservest Capital Advisors
Pennsylvania
$616K
LJAC
1211
L.J. Altfest & Co
New York
$613K
SFG
1212
Sage Financial Group
Pennsylvania
$612K
TFO
1213
Timonier Family Office
North Carolina
$610K
SCA
1214
STALEY CAPITAL ADVISERS
Pennsylvania
$609K
BOPW
1215
Brandywine Oak Private Wealth
Pennsylvania
$608K
IA
1216
IFC Advisors
California
$607K +$197K +1,993 +57%
BWM
1217
BCGM Wealth Management
Indiana
$607K +$122K +1,233 +29%
OWA
1218
ORBA Wealth Advisors
Illinois
$603K -$48.5K -490 -8%
GWA
1219
Gutierrez Wealth Advisory
Arkansas
$602K +$238K +2,402 +78%
SCM
1220
Schnieders Capital Management
California
$600K +$539K +5,450 New
SWM
1221
Segment Wealth Management
Texas
$597K
CA
1222
Crewe Advisors
Utah
$596K +$198K +2,003 +59%
DFG
1223
Dynamic Financial Group
Iowa
$593K +$54.3K +549 +11%
QWM
1224
Quadcap Wealth Management
Texas
$591K
GCA
1225
Gradient Capital Advisors
California
$589K

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.