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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
WCM
1451
Wealthcare Capital Management
Virginia
$356K
LFG
1452
Lockerman Financial Group
California
$356K +$20.4K +206 +7%
VC
1453
Veery Capital
Delaware
$354K
PWP
1454
Prasad Wealth Partners
Ohio
$353K +$297 +3 +0.1%
TI
1455
Trexquant Investment
Connecticut
$353K +$317K +3,207 New
FSC
1456
Full Sail Capital
Oklahoma
$353K -$87.2K -881 -22%
CTA
1457
Colonial Trust Advisors
South Carolina
$352K -$9.9K -100 -3%
KHCM
1458
Kirtland Hills Capital Management
Ohio
$352K +$4.85K +49 +2%
PWM
1459
Paulson Wealth Management
Illinois
$352K
RBC
1460
Roble Belko & Company
Pennsylvania
$352K
GC
1461
Grimes & Company
Massachusetts
$351K +$27.9K +282 +10%
PWPS
1462
Pinnacle Wealth Planning Services
Ohio
$351K -$9.11K -92 -3%
LPFG
1463
Landing Point Financial Group
Ohio
$350K
MHWM
1464
Montz Harcus Wealth Management
Louisiana
$349K +$297 +3 +0.1%
OMC
1465
Old Mission Capital
Illinois
$349K +$314K +3,171 New
IWS
1466
Integrity Wealth Solutions
Colorado
$349K +$4.06K +41 +1%
LRIA
1467
Leonard Rickey Investment Advisors
Washington
$348K +$2.18K +22 +0.7%
BCP
1468
Blue Chip Partners
Michigan
$347K +$198 +2 +0.1%
BW
1469
Basepoint Wealth
Iowa
$346K +$297 +3 +0.1%
FPCG
1470
Forum Private Client Group
Indiana
$344K -$297 -3 -0.1%
KFC
1471
Klingenstein Fields & Co
New York
$344K
ZIG
1472
Zullo Investment Group
Pennsylvania
$343K +$99 +1 +0%
SRWM
1473
Shira Ridge Wealth Management
California
$343K -$14.8K -150 -5%
TCB
1474
Texas Capital Bancshares
Texas
$342K +$12.8K +129 +4%
CWM
1475
Core Wealth Management
Florida
$341K

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.