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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
PVI
1351
Pine Valley Investments
New Jersey
$370K -$20.5K -203 -5%
FFG
1352
Floyd Financial Group
Missouri
$370K -$9.98K -99 -2%
VBFG
1353
Vishria Bird Financial Group
Tennessee
$368K
NHC
1354
Nicholas Hoffman & Company
Georgia
$368K +$403 +4 +0.1%
NFA
1355
Northwest Financial Advisors
Virginia
$367K +$399K +3,958 New
AIA
1356
AssuredPartners Investment Advisors
Florida
$365K
GPA
1357
Garrison Point Advisors
California
$364K
WCA
1358
Westover Capital Advisors
Delaware
$364K +$395K +3,920 New
WHG
1359
Westwood Holdings Group
Texas
$364K
LFG
1360
Larson Financial Group
Missouri
$363K +$3.43K +34 +0.9%
LHC
1361
Little House Capital
Massachusetts
$363K
RMAM
1362
Raab & Moskowitz Asset Management
New Jersey
$363K -$85K -843 -18%
SFC
1363
SYM Financial Corp
Indiana
$362K -$2.62K -26 -0.7%
PFM
1364
Phillips Financial Management
Indiana
$362K
Fisher Asset Management
1365
Fisher Asset Management
Washington
$361K -$466K -4,623 -54%
CWA
1366
Cornerstone Wealth Advisors
Minnesota
$361K
SWM
1367
Shakespeare Wealth Management
Wisconsin
$361K -$6.15K -61 -2%
TA
1368
TrueWealth Advisors
Alabama
$356K -$38.9K -386 -9%
T. Rowe Price Associates
1369
T. Rowe Price Associates
Maryland
$356K +$387K +3,836 New
CFC
1370
Coyle Financial Counsel
Illinois
$356K
SC
1371
Shearwater Capital
Colorado
$356K -$12.6K -125 -3%
GWANC
1372
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K -$11.7K -116 -3%
HA
1373
HFG Advisors
Ohio
$354K
UF
1374
Univest Financial
Pennsylvania
$354K +$1.61K +16 +0.4%
HNWAG
1375
High Net Worth Advisory Group
Florida
$353K -$20.2K -200 -5%

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.