We are live on ! Find out more
IVW icon

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
EI
1401
Ellevest Inc
New York
$334K +$302 +3 +0.1%
PIFP
1402
Partners in Financial Planning
Virginia
$333K -$25.2K -250 -7%
IA
1403
Inspire Advisors
Idaho
$333K +$65.9K +654 +22%
1WA
1404
180 Wealth Advisors
Washington
$329K -$7.26K -72 -2%
CICC
1405
Capital Investment Counsel (Colorado)
Colorado
$328K -$21.8K -216 -6%
ACM
1406
Aurdan Capital Management
Pennsylvania
$328K
RW
1407
RVW Wealth
California
$327K
IA
1408
IFC Advisors
California
$327K -$21.6K -214 -6%
FWM
1409
Foguth Wealth Management
Michigan
$326K -$303K -3,004 -46%
BC
1410
Burney Company
Virginia
$325K
NAAA
1411
New Age Alpha Advisors
New York
$325K +$311K +3,083 +741%
ATWA
1412
Arbor Trust Wealth Advisors
Michigan
$325K +$403 +4 +0.1%
KA
1413
Klingman & Associates
New York
$323K -$232K -2,300 -40%
MAM
1414
MWA Asset Management
Massachusetts
$322K +$39K +387 +13%
HSWM
1415
Hubbell Strickland Wealth Management
Louisiana
$322K +$403 +4 +0.1%
SFGP
1416
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$321K -$7.96K -79 -2%
RFN
1417
RDA Financial Network
Iowa
$321K -$14.3K -142 -4%
AFG
1418
Allegheny Financial Group
Pennsylvania
$321K
Balyasny Asset Management
1419
Balyasny Asset Management
Illinois
$320K +$348K +3,449 New
SFA
1420
Salus Financial Advisors
Colorado
$319K -$43.9K -435 -11%
PFA
1421
Petra Financial Advisors
Colorado
$319K
BSG
1422
Black Swift Group
Colorado
$319K +$346K +3,435 New
IWN
1423
Independent Wealth Network
Iowa
$318K +$104K +1,033 +43%
PIM
1424
Pullen Investment Management
Florida
$318K
CT
1425
Caldwell Trust
Florida
$317K +$10.1K +100 +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.