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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
MCM
1301
Mengis Capital Management
Oregon
$513K -$5.05K -51 -1%
BTWM
1302
Baker Tilly Wealth Management
Wisconsin
$513K -$2.08K -21 -0.4%
SFP
1303
SwitchPoint Financial Planning
Utah
$513K
SAM
1304
Summit Asset Management
Tennessee
$512K -$5.05K -51 -1%
AI
1305
Accredited Investors
Minnesota
$511K
DWM
1306
Drive Wealth Management
Utah
$510K +$458K +4,632 New
CWP
1307
Curated Wealth Partners
California
$509K -$280K -2,830 -38%
WAM
1308
WNY Asset Management
New York
$506K
UW
1309
Unique Wealth
Florida
$504K
DWM
1310
Diversify Wealth Management
Utah
$503K -$1.98K -20 -0.5%
WA
1311
Wealthstar Advisors
Texas
$500K +$235K +2,376 +110%
JWM
1312
JFG Wealth Management
Colorado
$498K -$198 -2 -0%
BFA
1313
Beaumont Financial Advisors
Massachusetts
$497K +$5.74K +58 +1%
AAS
1314
Annex Advisory Services
Wisconsin
$495K -$22.3K -225 -5%
MAM
1315
MWA Asset Management
Massachusetts
$495K +$102K +1,030 +30%
WPA
1316
Wealth Preservation Advisors
Tennessee
$495K
CCM
1317
Condor Capital Management
New Jersey
$494K
TC
1318
Trilogy Capital
California
$493K -$8.71K -88 -2%
NWA
1319
New World Advisors
Massachusetts
$493K +$443K +4,474 New
CCMG
1320
Clark Capital Management Group
Pennsylvania
$492K -$52.3K -528 -11%
Kayne Anderson Rudnick Investment Management
1321
Kayne Anderson Rudnick Investment Management
California
$491K
FSWA
1322
Financial Synergies Wealth Advisors
Texas
$490K +$495 +5 +0.1%
SSW
1323
Stone Summit Wealth
Florida
$490K -$2.77K -28 -0.6%
MSFS
1324
Main Street Financial Solutions
Pennsylvania
$490K -$198 -2 -0%
CIA
1325
Cape Investment Advisory
Georgia
$489K -$40.3K -407 -8%

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.