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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
SIC
1451
Samalin Investment Counsel
New York
$302K +$302 +3 +0.1%
LSA
1452
L & S Advisors
California
$301K +$2.02K +20 +0.6%
KFG
1453
Kingdom Financial Group
Arizona
$301K +$5.34K +53 +2%
FWM
1454
FSR Wealth Management
Illinois
$300K -$19.9K -197 -6%
UCB
1455
United Community Bank
South Carolina
$300K -$7.06K -70 -2%
WCM
1456
Wealthcare Capital Management
Virginia
$300K +$1.31K +13 +0.4%
VC
1457
Veery Capital
Delaware
$299K +$38.1K +378 +13%
PWP
1458
Prasad Wealth Partners
Ohio
$298K +$403 +4 +0.1%
PWM
1459
Paulson Wealth Management
Illinois
$297K
RBC
1460
Roble Belko & Company
Pennsylvania
$297K
LPFG
1461
Landing Point Financial Group
Ohio
$295K
MHWM
1462
Montz Harcus Wealth Management
Louisiana
$294K +$63.2K +627 +25%
OBWG
1463
Onyx Bridge Wealth Group
New York
$294K -$7.46K -74 -2%
RRWA
1464
Rainey & Randall Wealth Advisors
Florida
$293K
BCP
1465
Blue Chip Partners
Michigan
$293K -$57.2K -567 -15%
BW
1466
Basepoint Wealth
Iowa
$292K -$75K -744 -19%
GFPC
1467
Global Financial Private Client
Florida
$291K +$29K +288 +10%
GWM
1468
Gibbs Wealth Management
Georgia
$291K +$82.2K +815 +35%
MCIA
1469
Mountain Capital Investment Advisors
Colorado
$291K +$9.78K +97 +3%
IWS
1470
Integrity Wealth Solutions
Colorado
$290K -$29.9K -297 -9%
FPCG
1471
Forum Private Client Group
Indiana
$290K -$706 -7 -0.2%
KCM
1472
Kennicott Capital Management
California
$290K -$1.07M -10,624 -77%
KFC
1473
Klingenstein Fields & Co
New York
$290K
ZIG
1474
Zullo Investment Group
Pennsylvania
$289K
FA
1475
Fortis Advisors
Pennsylvania
$289K +$2.12K +21 +0.7%

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.