We are live on ! Find out more
IVW icon

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
AIM
1501
Advyzon Investment Management
Illinois
$273K -$121K -1,196 -29%
SMC
1502
Smith, Moore & Co
Missouri
$273K +$27.4K +272 +10%
MHB
1503
Midwest Heritage Bank
Iowa
$272K -$15.8K -157 -5%
SPWM
1504
Schrum Private Wealth Management
Florida
$272K -$12.1K -120 -4%
CWM
1505
Chesapeake Wealth Management
Virginia
$272K -$2.52K -25 -0.8%
LMKC
1506
L.M. Kohn & Company
Ohio
$271K -$3.63K -36 -1%
CWM
1507
Centricity Wealth Management
Ohio
$270K +$15.7K +156 +6%
RCG
1508
Regatta Capital Group
California
$270K
GC
1509
Grimes & Company
Massachusetts
$270K -$2.42K -24 -0.8%
BAMG
1510
Brand Asset Management Group
Missouri
$269K
BBNA
1511
Bremer Bank National Association
Minnesota
$268K
SPIA
1512
Strategic Point Investment Advisors
Rhode Island
$267K
NC
1513
NewSquare Capital
Pennsylvania
$264K
DSC
1514
Duncker Streett & Co
Missouri
$263K +$101 +1 +0%
ACM
1515
Alpha Capital Management
Texas
$262K +$30.2K +300 +12%
SWM
1516
Sagace Wealth Management
Florida
$259K -$48.4K -480 -15%
GBT
1517
Grove Bank & Trust
Florida
$258K
AIS
1518
Accredited Investor Services
Minnesota
$258K
MAG
1519
M3 Advisory Group
Massachusetts
$258K +$28K +278 +11%
MWM
1520
Melfa Wealth Management
Massachusetts
$258K -$75.6K -750 -21%
RIM
1521
Rockbridge Investment Management
New York
$256K +$10.7K +106 +4%
OWA
1522
Octavia Wealth Advisors
Ohio
$256K +$42K +417 +18%
LLWM
1523
Life Line Wealth Management
California
$256K +$278K +2,753 New
YCM
1524
Yousif Capital Management
Michigan
$255K -$272K -2,695 -49%
MAG
1525
MRA Advisory Group
New Jersey
$255K +$202 +2 +0.1%

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.