We are live on ! Find out more
IVW icon

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
PWP
1226
Principle Wealth Partners
Connecticut
$586K
WFAG
1227
Worth Financial Advisory Group
North Carolina
$583K +$693 +7 +0.1%
NAAA
1228
New Age Alpha Advisors
New York
$583K +$177K +1,792 +51%
Bank of Nova Scotia
1229
Bank of Nova Scotia
Ontario, Canada
$581K
OHIS
1230
Oak Harvest Investment Services
Texas
$581K +$32.9K +332 +7%
EW
1231
Enzi Wealth
Texas
$581K +$4.55K +46 +0.9%
CNBT
1232
Canandaigua National Bank & Trust
New York
$580K
NRC
1233
New Republic Capital
North Carolina
$579K -$371K -3,749 -42%
CI
1234
CPR Investments
Michigan
$578K +$519K +5,247 New
CPSAC
1235
Chas P. Smith & Associates (CPS)
Florida
$577K -$133K -1,340 -20%
OPWM
1236
Oakwell Private Wealth Management
Texas
$577K
CP
1237
Clarendon Private
Massachusetts
$577K +$594 +6 +0.1%
NA
1238
Novus Advisors
South Carolina
$576K -$13.8K -139 -3%
KCM
1239
KRS Capital Management
Michigan
$575K
EIA
1240
Eldridge Investment Advisors
New Hampshire
$573K
UCB
1241
United Community Bank
South Carolina
$572K +$194K +1,961 +61%
CWA
1242
Crux Wealth Advisors
California
$572K -$704K -7,116 -58%
WG
1243
Welch Group
Alabama
$572K +$72.2K +729 +16%
BBPWM
1244
Blue Bell Private Wealth Management
Pennsylvania
$572K -$2.57K -26 -0.5%
CAG
1245
Curtis Advisory Group
California
$570K
OWA
1246
Oak Wealth Advisors
Illinois
$570K
GA
1247
Goldstein Advisors
Wisconsin
$568K -$792 -8 -0.2%
GWA
1248
Genesis Wealth Advisors
Massachusetts
$568K +$41.4K +418 +9%
PL
1249
Parthenon LLC
Kentucky
$565K
SEM
1250
Strategic Equity Management
Arizona
$565K -$11.6M -117,092 -96%

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.