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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
AWM
1476
Affinity Wealth Management
Delaware
$288K -$36.8K -365 -11%
MKC
1477
M. Kraus & Co
Vermont
$288K
CWM
1478
Core Wealth Management
Florida
$288K
CC
1479
Chicago Capital
Illinois
$286K -$358K -3,552 -54%
LRIA
1480
Leonard Rickey Investment Advisors
Washington
$286K -$20.2K -200 -6%
GWA
1481
Gutierrez Wealth Advisory
Arkansas
$285K -$231K -2,296 -43%
SIG
1482
Sargent Investment Group
Maryland
$284K
BMM
1483
Berkshire Money Management
Massachusetts
$284K -$53.5K -531 -15%
VWS
1484
Virtus Wealth Solutions
New Jersey
$283K
OC
1485
Oarsman Capital
Wisconsin
$283K -$53.5K -531 -15%
TA
1486
TPG Advisors
Illinois
$283K
LFG
1487
Lockerman Financial Group
California
$281K +$305K +3,024 New
FAT
1488
First American Trust
California
$280K
SC
1489
Steph & Co
Wisconsin
$279K
KHCM
1490
Kirtland Hills Capital Management
Ohio
$279K
VWA
1491
Valued Wealth Advisors
Utah
$279K +$4.74K +47 +2%
BMWS
1492
Brady Martz Wealth Solutions
North Dakota
$279K +$101 +1 +0%
1W
1493
1776 Wealth
Georgia
$278K
SWM
1494
Shelton Wealth Management
Texas
$278K +$101 +1 +0%
DIM
1495
Delta Investment Management
California
$277K +$302 +3 +0.1%
TCB
1496
Texas Capital Bancshares
Texas
$277K -$12.3K -122 -4%
DF
1497
Dunhill Financial
United Kingdom
$275K
HVIA
1498
Hudson Valley Investment Advisors
New York
$274K
TCTWM
1499
Three Cord True Wealth Management
Pennsylvania
$274K -$66.7K -662 -18%
VPF
1500
Vantage Point Financial
Illinois
$273K +$297K +2,944 New

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.