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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
MAS
1401
Meeder Advisory Services
Ohio
$397K +$357K +3,604 New
EI
1402
Ellevest Inc
New York
$396K +$297 +3 +0.1%
PIFP
1403
Partners in Financial Planning
Virginia
$396K +$198 +2 +0.1%
WHG
1404
Westwood Holdings Group
Texas
$395K -$32.9K -332 -8%
CAM
1405
Cozad Asset Management
Illinois
$395K -$1.98K -20 -0.6%
KFGK
1406
Keystone Financial Group (Kentucky)
Kentucky
$392K -$13.6K -137 -4%
GFPC
1407
Global Financial Private Client
Florida
$392K +$41.2K +416 +13%
CICC
1408
Capital Investment Counsel (Colorado)
Colorado
$389K
ACM
1409
Aurdan Capital Management
Pennsylvania
$389K
RW
1410
RVW Wealth
California
$388K
BC
1411
Burney Company
Virginia
$387K +$990 +10 +0.3%
ATWA
1412
Arbor Trust Wealth Advisors
Michigan
$385K +$396 +4 +0.1%
IRC
1413
Investors Research Corp
Georgia
$385K +$117K +1,187 +51%
WH
1414
Willner & Heller
California
$384K -$73.1K -739 -17%
KA
1415
Klingman & Associates
New York
$383K
HSWM
1416
Hubbell Strickland Wealth Management
Louisiana
$382K +$396 +4 +0.1%
CFAM
1417
Center For Asset Management
Florida
$382K
AFG
1418
Allegheny Financial Group
Pennsylvania
$381K
CWM
1419
Centricity Wealth Management
Ohio
$379K +$52.7K +532 +18%
SFA
1420
Salus Financial Advisors
Colorado
$379K
IWN
1421
Independent Wealth Network
Iowa
$379K +$1.29K +13 +0.4%
PFA
1422
Petra Financial Advisors
Colorado
$378K
BSG
1423
Black Swift Group
Colorado
$378K
RWM
1424
RMG Wealth Management
Wisconsin
$378K +$333K +3,365 New
SFC
1425
Swisher Financial Concepts
Ohio
$378K -$83.9K -848 -20%

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.