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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
FPCP
1326
Fort Point Capital Partners
California
$489K +$80.8K +816 +22%
T
1327
TrueFG
Texas
$488K +$99 +1 +0%
MFG
1328
MidWestOne Financial Group
Iowa
$488K
CSF
1329
Capital Squared Financial
Maryland
$488K +$439K +4,433 New
BWM
1330
Brown Wealth Management
Illinois
$486K +$2.38K +24 +0.5%
NDSI
1331
Newman Dignan & Sheerar Inc
Rhode Island
$484K -$5.25K -53 -1%
VCM
1332
Versant Capital Management
Arizona
$483K +$414K +4,187 +2,094%
BWM
1333
BCS Wealth Management
Tennessee
$483K
AFGAS
1334
Allegiance Financial Group Advisory Services
Virginia
$483K +$434K +4,383 New
RZH
1335
Relyea Zuckerberg Hanson
Connecticut
$481K
TWP
1336
TFO Wealth Partners
Ohio
$481K +$23.7K +239 +6%
CCM
1337
Canal Capital Management
Virginia
$477K +$24.1K +244 +6%
VPF
1338
Vantage Point Financial
Illinois
$477K +$138K +1,390 +47%
HCWM
1339
Hidden Cove Wealth Management
Washington
$474K -$39.2K -396 -8%
NEWAS
1340
N.E.W. Advisory Services
Wisconsin
$474K
LB
1341
Legacy Bridge
Iowa
$474K
BO
1342
Bank OZK
Arkansas
$471K -$29.1K -294 -6%
MSG
1343
Main Street Group
Virginia
$471K +$297 +3 +0.1%
WLPWM
1344
Walled Lake Planning & Wealth Management
Illinois
$467K -$9.9K -100 -2%
BHPW
1345
Beverly Hills Private Wealth
California
$463K -$44.5K -450 -10%
ERIC
1346
Eagle Rock Investment Company
Georgia
$462K -$2.87K -29 -0.7%
RMP
1347
Richards, Merrill & Peterson
Washington
$462K
LSPW
1348
Lake Street Private Wealth
Illinois
$460K -$2.57K -26 -0.6%
TA
1349
TrueWealth Advisors
Alabama
$460K +$33.6K +339 +9%
CKAIS
1350
Christensen King & Associates Investment Services
Washington
$459K +$99 +1 +0%

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.