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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
WFAG
1226
Worth Financial Advisory Group
North Carolina
$491K -$706 -7 -0.1%
Russell Investments Group
1227
Russell Investments Group
United Kingdom
$491K +$451K +4,474 +552%
QP
1228
Quartz Partners
New York
$490K +$1.61K +16 +0.3%
Bank of Nova Scotia
1229
Bank of Nova Scotia
Ontario, Canada
$490K
CNBT
1230
Canandaigua National Bank & Trust
New York
$489K
WIC
1231
Woodmont Investment Counsel
Tennessee
$487K -$15.1K -150 -3%
OPWM
1232
Oakwell Private Wealth Management
Texas
$486K
CP
1233
Clarendon Private
Massachusetts
$486K +$605 +6 +0.1%
KCM
1234
KRS Capital Management
Michigan
$485K
BBPWM
1235
Blue Bell Private Wealth Management
Pennsylvania
$484K -$1.01K -10 -0.2%
EIA
1236
Eldridge Investment Advisors
New Hampshire
$483K
EW
1237
Enzi Wealth
Texas
$482K
VCA
1238
Verdence Capital Advisors
Maryland
$482K -$23.2K -230 -4%
CAG
1239
Curtis Advisory Group
California
$481K -$1.65M -16,373 -76%
OWA
1240
Oak Wealth Advisors
Illinois
$480K -$41.7K -414 -7%
GA
1241
Goldstein Advisors
Wisconsin
$480K -$1.31K -13 -0.3%
PL
1242
Parthenon LLC
Kentucky
$477K
LCGC
1243
Legacy Capital Group California
California
$473K +$159K +1,575 +45%
FRA
1244
Front Row Advisors
California
$471K
MWA
1245
MN Wealth Advisors
Kansas
$470K +$510K +5,060 New
S
1246
Sachetta
Massachusetts
$468K -$121K -1,201 -19%
WCM
1247
WealthBridge Capital Management
Ohio
$467K
RSA
1248
River Street Advisors
Illinois
$466K -$62.5K -620 -11%
G
1249
GenTrust
Florida
$464K
CCMG
1250
Clark Capital Management Group
Pennsylvania
$464K -$668K -6,630 -57%

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.