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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
TL
1376
Tradewinds LLC
North Carolina
$352K -$8.06K -80 -2%
NCTC
1377
New Covenant Trust Company
Indiana
$352K +$383K +3,801 New
SC
1378
Schoolcraft Capital
Colorado
$351K -$19.3K -191 -5%
AWP
1379
Accretive Wealth Partners
New Jersey
$349K +$365K +3,624 New
SGK
1380
Steigerwald Gordon & Koch
Virginia
$348K -$24.6K -244 -6%
MMG
1381
Monetary Management Group
Missouri
$348K
MF
1382
Montis Financial
Massachusetts
$347K -$39.9K -396 -10%
WSA
1383
Warm Springs Advisors
California
$347K
FI
1384
Financial Insights
Washington
$346K -$9.07K -90 -2%
CFAM
1385
Center For Asset Management
Florida
$346K
MWM
1386
Mascagni Wealth Management
Mississippi
$346K
EIG
1387
Ellenbecker Investment Group
Wisconsin
$345K +$202 +2 +0.1%
KFGK
1388
Keystone Financial Group (Kentucky)
Kentucky
$343K +$14.5K +144 +4%
SAMT
1389
Select Asset Management & Trust
Pennsylvania
$343K +$373K +3,701 New
WMA
1390
William Mack & Associates
Michigan
$343K
MFT
1391
Moisand Fitzgerald Tamayo
Florida
$342K +$13.7K +136 +4%
AAG
1392
Armstrong Advisory Group
Massachusetts
$340K
FCM
1393
Fortis Capital Management
Washington
$340K +$101 +1 +0%
FW
1394
Fairway Wealth
Ohio
$340K -$101K -1,000 -21%
BOSSRA
1395
B.O.S.S. Retirement Advisors
Utah
$339K -$2.42K -24 -0.7%
GEA
1396
Glen Eagle Advisors
New Jersey
$337K +$101 +1 +0%
AFA
1397
Allium Financial Advisors
Oregon
$337K +$366K +3,629 New
FPCP
1398
Fort Point Capital Partners
California
$337K
Jennison Associates
1399
Jennison Associates
New York
$336K -$1.38M -13,696 -79%
CAM
1400
Cozad Asset Management
Illinois
$335K +$9.88K +98 +3%

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.