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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
FWM
1476
FSR Wealth Management
Illinois
$341K -$13.8K -139 -4%
SWGC
1477
Summit Wealth Group (Colorado)
Colorado
$340K +$306K +3,091 New
NL
1478
Navalign LLC
California
$337K -$25.6K -259 -8%
MCIA
1479
Mountain Capital Investment Advisors
Colorado
$337K -$3.76K -38 -1%
TA
1480
TPG Advisors
Illinois
$335K
AWM
1481
Affinity Wealth Management
Delaware
$334K -$6.63K -67 -2%
FAT
1482
First American Trust
California
$333K
SC
1483
Steph & Co
Wisconsin
$331K
MKC
1484
M. Kraus & Co
Vermont
$330K -$9.9K -100 -3%
1W
1485
1776 Wealth
Georgia
$330K
BMWS
1486
Brady Martz Wealth Solutions
North Dakota
$330K -$297 -3 -0.1%
SWM
1487
Sagace Wealth Management
Florida
$330K +$20.2K +204 +7%
OC
1488
Oarsman Capital
Wisconsin
$329K -$5.84K -59 -2%
DIM
1489
Delta Investment Management
California
$326K -$2.18K -22 -0.7%
WFC
1490
Western Financial Corp
California
$325K -$38.9K -393 -12%
HVIA
1491
Hudson Valley Investment Advisors
New York
$325K
SMC
1492
Smith, Moore & Co
Missouri
$323K
GLA
1493
Good Life Advisors
Pennsylvania
$322K +$41.7K +421 +17%
ACM
1494
Alpha Capital Management
Texas
$322K +$9.9K +100 +4%
BAMG
1495
Brand Asset Management Group
Missouri
$322K +$1.78K +18 +0.6%
RCG
1496
Regatta Capital Group
California
$320K
1WA
1497
180 Wealth Advisors
Washington
$320K -$63.4K -641 -18%
TCTWM
1498
Three Cord True Wealth Management
Pennsylvania
$320K -$4.45K -45 -2%
SIG
1499
Sargent Investment Group
Maryland
$319K -$26.9K -272 -9%
SPIA
1500
Strategic Point Investment Advisors
Rhode Island
$317K

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.