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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
BWM
1326
BCGM Wealth Management
Indiana
$397K +$14.6K +145 +4%
MSG
1327
Main Street Group
Virginia
$397K +$6.65K +66 +2%
TCOV
1328
Trust Company of Vermont
Vermont
$396K +$103K +1,020 +31%
GJIA
1329
Glass Jacobson Investment Advisors
Maryland
$393K
ERIC
1330
Eagle Rock Investment Company
Georgia
$393K
WH
1331
Willner & Heller
California
$393K +$504 +5 +0.1%
LSPW
1332
Lake Street Private Wealth
Illinois
$390K
RMP
1333
Richards, Merrill & Peterson
Washington
$389K
TSMHT
1334
Thurston Springer Miller Herd & Titak
Indiana
$388K +$170K +1,686 +68%
EFG
1335
Embree Financial Group
Illinois
$385K +$12.7K +126 +3%
NPFS
1336
Novak & Powell Financial Services
Florida
$385K +$197K +1,952 New
GAM
1337
Gotham Asset Management
New York
$384K +$417K +4,137 New
NOI
1338
Newton One Investments
Delaware
$384K
TRIA
1339
Trail Ridge Investment Advisors
Colorado
$384K +$31.2K +309 +8%
TWP
1340
TFO Wealth Partners
Ohio
$383K +$416K +4,131 New
UFA
1341
US Financial Advisors
Massachusetts
$381K
CCM
1342
Canal Capital Management
Virginia
$380K +$403 +4 +0.1%
FSC
1343
Full Sail Capital
Oklahoma
$379K +$171K +1,697 +71%
HAS
1344
Holland Advisory Services
Florida
$378K +$504 +5 +0.1%
JSA
1345
Jim Saulnier & Associates
Colorado
$378K +$1.92K +19 +0.5%
RA
1346
Ruggaard & Associates
Ohio
$377K
SAM
1347
Secure Asset Management
Michigan
$377K +$25.1K +249 +7%
ACP
1348
Aviance Capital Partners
Florida
$374K
KFG
1349
Kelly Financial Group
Connecticut
$374K +$88.5K +878 +28%
KHC
1350
Koesten Hirschmann & Crabtree
Kansas
$372K -$55.4K -550 -12%

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.