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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
NOI
1351
Newton One Investments
Delaware
$455K
JSA
1352
Jim Saulnier & Associates
Colorado
$450K +$1.58K +16 +0.4%
HAS
1353
Holland Advisory Services
Florida
$449K +$396 +4 +0.1%
FA
1354
Fermata Advisors
California
$448K -$896K -9,053 -69%
KFG
1355
Kelly Financial Group
Connecticut
$446K +$2.18K +22 +0.5%
PVI
1356
Pine Valley Investments
New Jersey
$445K +$5.25K +53 +1%
ACP
1357
Aviance Capital Partners
Florida
$444K
FFG
1358
Floyd Financial Group
Missouri
$442K
KHC
1359
Koesten Hirschmann & Crabtree
Kansas
$441K
IAA
1360
Independent Advisor Alliance
North Carolina
$440K +$396K +3,999 New
NFA
1361
Northwest Financial Advisors
Virginia
$437K +$1.09K +11 +0.3%
VBFG
1362
Vishria Bird Financial Group
Tennessee
$436K
NHC
1363
Nicholas Hoffman & Company
Georgia
$436K +$297 +3 +0.1%
SAM
1364
Secure Asset Management
Michigan
$436K -$9.5K -96 -2%
LFG
1365
Larson Financial Group
Missouri
$435K +$3.37K +34 +0.9%
SFC
1366
Strategic Financial Concepts
Texas
$434K -$72K -727 -16%
WCA
1367
Westover Capital Advisors
Delaware
$432K
LHC
1368
Little House Capital
Massachusetts
$431K
RMAM
1369
Raab & Moskowitz Asset Management
New Jersey
$430K
TRIA
1370
Trail Ridge Investment Advisors
Colorado
$430K -$35.8K -362 -9%
SFC
1371
SYM Financial Corp
Indiana
$429K
PFM
1372
Phillips Financial Management
Indiana
$429K
CWA
1373
Cornerstone Wealth Advisors
Minnesota
$428K
GPA
1374
Garrison Point Advisors
California
$423K -$7.92K -80 -2%
CFC
1375
Coyle Financial Counsel
Illinois
$422K

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.