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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
HFS
1276
Howard Financial Services
Texas
$438K +$71.3K +707 +18%
SCM
1277
Seascape Capital Management
New Hampshire
$438K
FF
1278
Francis Financial
$438K -$47.2K -468 -9%
OCM
1279
Objective Capital Management
Ohio
$438K -$1.85M -18,341 -80%
MCM
1280
Morton Capital Management
California
$437K
MCM
1281
Mengis Capital Management
Oregon
$437K
WWM
1282
WT Wealth Management
Arizona
$437K -$31.3K -310 -6%
HCWM
1283
Hidden Cove Wealth Management
Washington
$437K -$2.92K -29 -0.6%
SAM
1284
Summit Asset Management
Tennessee
$436K
PWMAG
1285
Pinnacle Wealth Management Advisory Group
New Jersey
$435K -$179K -1,775 -27%
BTWM
1286
Baker Tilly Wealth Management
Wisconsin
$434K +$38.5K +382 +9%
SFC
1287
Strategic Financial Concepts
Texas
$434K -$4.13K -41 -0.9%
GAG
1288
GM Advisory Group
New York
$433K
BHPW
1289
Beverly Hills Private Wealth
California
$432K -$47K -466 -9%
SFP
1290
SwitchPoint Financial Planning
Utah
$432K
AI
1291
Accredited Investors
Minnesota
$431K -$4.84K -48 -1%
CMAI
1292
Capital Management Associates Inc
Minnesota
$431K +$234K +2,322 +100%
HWM
1293
Horizon Wealth Management
Illinois
$430K +$101 +1 +0%
WAM
1294
WNY Asset Management
New York
$427K
UW
1295
Unique Wealth
Florida
$425K -$10.1K -100 -2%
BO
1296
Bank OZK
Arkansas
$425K +$23.1K +229 +5%
TC
1297
Trilogy Capital
California
$424K -$12.6K -125 -3%
JWM
1298
JFG Wealth Management
Colorado
$420K -$2.22K -22 -0.5%
WPA
1299
Wealth Preservation Advisors
Tennessee
$417K +$453K +4,493 New
SWA
1300
SFMG Wealth Advisors
Texas
$417K

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.