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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
PIM
1426
Pullen Investment Management
Florida
$377K
SFGP
1427
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$377K -$3.46K -35 -1%
CT
1428
Caldwell Trust
Florida
$376K
EE
1429
EWG Elevate
California
$376K -$3.17M -31,995 -90%
ISL
1430
Ingalls & Snyder LLC
New York
$375K
NS
1431
NBC Securities
Alabama
$374K +$122K +1,229 +57%
PGA
1432
Portland Global Advisors
Maine
$374K
LLWM
1433
Life Line Wealth Management
California
$373K +$63K +637 +23%
SIC
1434
Samalin Investment Counsel
New York
$373K +$13.7K +138 +4%
TA
1435
TruWealth Advisors
Louisiana
$369K
CCA
1436
Clarity Capital Advisors
Florida
$367K
SFS
1437
Stiles Financial Services
Minnesota
$364K
LCGC
1438
Legacy Capital Group California
California
$363K -$178K -1,795 -35%
DF
1439
Dunhill Financial
United Kingdom
$362K +$32.5K +328 +11%
GCM
1440
G2 Capital Management
Ohio
$362K
ACG
1441
Allen Capital Group
Nebraska
$362K -$2.87K -29 -0.9%
SW
1442
SMART Wealth
Nebraska
$361K +$70.3K +710 +28%
RPCA
1443
Running Point Capital Advisors
California
$361K
ESBC
1444
E.S. Barr & Co
Kentucky
$360K
FDS
1445
Freedom Day Solutions
Texas
$360K -$99 -1 -0%
PFA
1446
Portland Financial Advisors
New York
$359K
NSG
1447
Nalls Sherbakoff Group
Tennessee
$359K +$99 +1 +0%
TC
1448
Truvestments Capital
Florida
$357K -$12.2K -123 -4%
SPWM
1449
Schrum Private Wealth Management
Florida
$356K +$30.2K +305 +10%
LSA
1450
L & S Advisors
California
$356K -$1.19K -12 -0.4%

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.