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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
CA
1426
Crewe Advisors
Utah
$317K -$60.5K -600 -15%
ISL
1427
Ingalls & Snyder LLC
New York
$316K -$10.1K -100 -3%
SI
1428
Saxon Interests
Texas
$316K -$605 -6 -0.2%
PGA
1429
Portland Global Advisors
Maine
$315K -$5.54K -55 -2%
TC
1430
Truvestments Capital
Florida
$312K +$97.1K +963 +40%
TA
1431
TruWealth Advisors
Louisiana
$311K
MP
1432
McDonald Partners
Ohio
$311K +$60.6K +601 +22%
WFC
1433
Western Financial Corp
California
$310K -$23.5K -233 -7%
EP
1434
Edgestream Partners
New Jersey
$310K +$337K +3,339 New
PA
1435
PSI Advisors
Florida
$309K +$5.14K +51 +2%
CCA
1436
Clarity Capital Advisors
Florida
$309K -$13.6K -135 -4%
NL
1437
Navalign LLC
California
$308K -$34.1K -338 -9%
ACG
1438
Allen Capital Group
Nebraska
$308K -$4.64K -46 -1%
SFS
1439
Stiles Financial Services
Minnesota
$307K
JCM
1440
Jag Capital Management
Missouri
$306K +$3.43K +34 +1%
CTA
1441
Colonial Trust Advisors
South Carolina
$306K -$25.7K -255 -7%
GCM
1442
G2 Capital Management
Ohio
$305K
OCM
1443
One Capital Management
California
$304K
PWPS
1444
Pinnacle Wealth Planning Services
Ohio
$304K -$338K -3,354 -51%
RPCA
1445
Running Point Capital Advisors
California
$304K +$330K +3,275 New
ESBC
1446
E.S. Barr & Co
Kentucky
$304K
SRWM
1447
Shira Ridge Wealth Management
California
$303K +$16.2K +161 +5%
FDS
1448
Freedom Day Solutions
Texas
$303K -$706 -7 -0.2%
PFA
1449
Portland Financial Advisors
New York
$303K
NSG
1450
Nalls Sherbakoff Group
Tennessee
$303K +$329K +3,262 New

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.