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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
AWA
126
Arkadios Wealth Advisors
Georgia
$33.7M +$3.76M +38,035 +14%
MCM
127
MV Capital Management
Maryland
$33.3M -$1.31M -13,186 -4%
SHIM
128
Stone House Investment Management
Pennsylvania
$32.3M -$2.18M -22,015 -7%
SW
129
SteelPeak Wealth
California
$32.2M -$2.66M -26,834 -8%
PIA
130
Powell Investment Advisors
Florida
$32.2M +$2.12M +21,415 +8%
SWP
131
Stratos Wealth Partners
Ohio
$32.1M +$325K +3,285 +1%
JWCA
132
J.W. Cole Advisors
Florida
$31.8M +$4.97M +50,225 +21%
WANY
133
Wealthspire Advisors (New York)
New York
$31.5M -$22.5M -227,612 -44%
TSW
134
Three Seasons Wealth
Utah
$31.3M +$2.52M +25,414 +10%
BPA
135
Beacon Pointe Advisors
California
$30.8M +$24.1K +243 +0.1%
FHB
136
First Hawaiian Bank
Hawaii
$30.4M -$635K -6,411 -2%
TPCW
137
TD Private Client Wealth
New York
$30.4M +$1.84M +18,555 +7%
FMWA
138
Forvis Mazars Wealth Advisors
Missouri
$30.3M +$112K +1,134 +0.4%
SVCP
139
Silicon Valley Capital Partners
California
$30.2M -$162K -1,632 -0.6%
Corient Private Wealth
140
Corient Private Wealth
Florida
$30.2M -$23.2M -234,710 -46%
FHA
141
First Horizon Advisors
Tennessee
$30M -$645K -6,513 -2%
WSFS
142
Wilmington Savings Fund Society
Delaware
$29.8M -$1.02M -10,322 -4%
SFO
143
Stokes Family Office
Louisiana
$29.7M -$2M -20,184 -7%
EL
144
EWA LLC
Pennsylvania
$29.3M -$7.84M -79,246 -23%
SWP
145
Sagespring Wealth Partners
Tennessee
$29.1M +$7.06M +71,308 +37%
GIA
146
Gladstone Institutional Advisory
Florida
$29.1M +$1.62M +16,362 +7%
FMC
147
First Merchants Corp
Indiana
$29.1M -$471K -4,755 -2%
BEC
148
Blue Edge Capital
Virginia
$29M -$35.3K -357 -0.1%
PRS
149
Pinkerton Retirement Specialists
Idaho
$28.8M -$86.5M -873,837 -77%
PFA
150
Pettinga Financial Advisors
Indiana
$28.7M -$2.98M -30,075 -10%

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.