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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
BWL
1276
Bogart Wealth LLC
Virginia
$535K -$421K -4,255 -47%
NAS
1277
NWF Advisory Services
California
$534K +$228K +2,308 +91%
PWMAG
1278
Pinnacle Wealth Management Advisory Group
New Jersey
$530K +$12.5K +126 +3%
BFAG
1279
Blackston Financial Advisory Group
Florida
$528K -$171K -1,724 -26%
GAA
1280
Global Assets Advisory
Florida
$528K -$183K -1,851 -28%
IWS
1281
Insight Wealth Strategies
California
$527K +$495 +5 +0.1%
CCM
1282
Cobler Capital Management
Kansas
$527K +$179K +1,804 New
BAM
1283
BOS Asset Management
Illinois
$523K
OCFG
1284
O'Connor Financial Group
Illinois
$523K -$1.88K -19 -0.4%
SWA
1285
SFMG Wealth Advisors
Texas
$522K +$24.4K +247 +5%
HFS
1286
Howard Financial Services
Texas
$520K +$396 +4 +0.1%
FF
1287
Francis Financial
$519K
OCM
1288
Objective Capital Management
Ohio
$519K
SCM
1289
Seascape Capital Management
New Hampshire
$519K
MCM
1290
Morton Capital Management
California
$519K
VWA
1291
Visionary Wealth Advisors
Illinois
$518K -$5.94K -60 -1%
WWM
1292
WT Wealth Management
Arizona
$518K
CCA
1293
Childress Capital Advisors
Texas
$518K +$465K +4,702 New
CWA
1294
Canvas Wealth Advisors
Kansas
$517K
AIM
1295
Advyzon Investment Management
Illinois
$517K +$173K +1,750 +59%
LG
1296
LaFleur & Godfrey
Michigan
$516K -$14.8K -150 -3%
FOR
1297
Family Office Research
Maryland
$516K -$9.9K -100 -2%
AF
1298
Apollon Financial
South Carolina
$514K -$6.93K -70 -1%
GAG
1299
GM Advisory Group
New York
$514K
HWM
1300
Horizon Wealth Management
Illinois
$513K +$2.38K +24 +0.5%

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.