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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
W
1251
Wealthquest
Ohio
$464K -$3.43K -34 -0.7%
VC
1252
Vicus Capital
Pennsylvania
$463K +$8.57K +85 +2%
SF
1253
Seros Financial
Arizona
$460K -$35.9K -356 -7%
OHIS
1254
Oak Harvest Investment Services
Texas
$459K -$706 -7 -0.1%
LGWM
1255
Litman Gregory Wealth Management
California
$459K
MW
1256
Marcum Wealth
Ohio
$457K +$24.4K +242 +5%
FC
1257
Fusion Capital
South Carolina
$457K +$504 +5 +0.1%
MA
1258
Mosaic Advisors
Texas
$456K +$222K +2,199 +81%
GI
1259
GLOBALT Investments
Georgia
$455K -$10.1K -100 -2%
PMFA
1260
Plante Moran Financial Advisors
Michigan
$454K -$19.8K -196 -4%
PNAA
1261
Pictet North America Advisors
Switzerland
$452K
CIA
1262
Cape Investment Advisory
Georgia
$450K +$29.1K +289 +6%
LG
1263
LaFleur & Godfrey
Michigan
$449K -$25.8K -256 -5%
FB
1264
Fulton Bank
Pennsylvania
$449K -$211K -2,089 -30%
IWS
1265
Insight Wealth Strategies
California
$449K +$605 +6 +0.1%
DFG
1266
Dynamic Financial Group
Iowa
$449K +$202 +2 +0%
PW
1267
PUREfi Wealth
Massachusetts
$445K +$40.7K +404 +9%
FOR
1268
Family Office Research
Maryland
$444K -$119K -1,182 -20%
VWA
1269
Visionary Wealth Advisors
Illinois
$443K -$24.3K -241 -5%
BAM
1270
BOS Asset Management
Illinois
$441K
FM
1271
Family Management
New York
$441K
GWA
1272
Genesis Wealth Advisors
Massachusetts
$440K +$139K +1,376 +41%
OCFG
1273
O'Connor Financial Group
Illinois
$440K +$53K +526 +12%
AF
1274
Apollon Financial
South Carolina
$440K
AAS
1275
Annex Advisory Services
Wisconsin
$438K +$22.6K +224 +5%

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.