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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
SHJ
126
Sharkey, Howes & Javer
Colorado
$30.3M +$5.92M +58,715 +22%
Cerity Partners
127
Cerity Partners
New York
$30M -$1.04M -10,345 -3%
SW
128
SteelPeak Wealth
California
$29.7M +$1.96M +19,486 +6%
MCM
129
MV Capital Management
Maryland
$29.3M -$2.74M -27,152 -8%
SHIM
130
Stone House Investment Management
Pennsylvania
$29.3M +$5.43M +53,892 +21%
ANB
131
Amarillo National Bank
Texas
$29.2M -$964K -9,562 -3%
SIC
132
Sterling Investment Counsel
New York
$27.5M +$12.7M +126,347 +74%
TW
133
Transform Wealth
Colorado
$27.1M +$8.34M +82,770 +40%
SFO
134
Stokes Family Office
Louisiana
$27M -$1.78M -17,628 -6%
PFA
135
Pettinga Financial Advisors
Indiana
$27M +$260K +2,580 +0.9%
HFA
136
High Falls Advisors
New York
$26.8M +$222K +2,205 +0.8%
HGWM
137
Horst & Graben Wealth Management
Oregon
$26.8M +$525K +5,210 +2%
SWP
138
Stratos Wealth Partners
Ohio
$26.8M -$339K -3,367 -1%
FHB
139
First Hawaiian Bank
Hawaii
$26.2M -$1.86M -18,485 -6%
WSFS
140
Wilmington Savings Fund Society
Delaware
$26.1M -$234K -2,317 -0.8%
BPA
141
Beacon Pointe Advisors
California
$25.9M +$1.09M +10,806 +4%
FHA
142
First Horizon Advisors
Tennessee
$25.9M +$1.93M +19,124 +7%
SVCP
143
Silicon Valley Capital Partners
California
$25.6M -$190K -1,887 -0.7%
Financial Engines Advisors
144
Financial Engines Advisors
California
$25.5M -$2.94M -29,122 -10%
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$25.5M -$1.77M -17,594 -6%
PIA
146
Powell Investment Advisors
Florida
$25.2M +$1.04M +10,336 +4%
FMC
147
First Merchants Corp
Indiana
$25M -$2.55M -25,314 -9%
AWA
148
Arkadios Wealth Advisors
Georgia
$24.8M +$19.3M +191,915 +253%
BCI
149
Brinker Capital Investments
Pennsylvania
$24.5M -$568K -5,636 -2%
OPS
150
Orion Portfolio Solutions
Nebraska
$24.5M -$568K -5,636 -2%

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.