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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
SI
1501
Saxon Interests
Texas
$316K
BSSFA
1502
Baron Silver Stevens Financial Advisors
Florida
$314K +$282K +2,851 New
CG
1503
Cynosure Group
Utah
$313K +$20.2K +204 +8%
NC
1504
NewSquare Capital
Pennsylvania
$313K
DSC
1505
Duncker Streett & Co
Missouri
$312K +$99 +1 +0%
OBWG
1506
Onyx Bridge Wealth Group
New York
$312K -$32.8K -331 -10%
AFM
1507
Armstrong Fleming & Moore
District of Columbia
$312K +$281K +2,835 New
CIM
1508
Cambria Investment Management
California
$311K +$280K +2,827 New
EF
1509
Empowered Funds
Pennsylvania
$311K +$280K +2,827 New
OWA
1510
Octavia Wealth Advisors
Ohio
$310K +$5.64K +57 +2%
FWM
1511
Foguth Wealth Management
Michigan
$309K -$69.1K -698 -20%
RFN
1512
RDA Financial Network
Iowa
$309K -$65K -657 -19%
FFA
1513
Founders Financial Alliance
North Carolina
$308K +$37.7K +381 +16%
CWM
1514
Chesapeake Wealth Management
Virginia
$307K -$13.9K -140 -5%
GBT
1515
Grove Bank & Trust
Florida
$306K
AIS
1516
Accredited Investor Services
Minnesota
$306K
MAG
1517
M3 Advisory Group
Massachusetts
$306K
Qube Research & Technologies (QRT)
1518
Qube Research & Technologies (QRT)
United Kingdom
$306K -$1.22M -12,299 -82%
MWM
1519
Melfa Wealth Management
Massachusetts
$306K
PIA
1520
Pinion Investment Advisors
Kansas
$305K -$400K -4,044 -59%
RIM
1521
Rockbridge Investment Management
New York
$304K
LMKC
1522
L.M. Kohn & Company
Ohio
$303K -$16.2K -164 -6%
SAM
1523
SP Asset Management
California
$303K +$297 +3 +0.1%
MAG
1524
MRA Advisory Group
New Jersey
$303K +$198 +2 +0.1%
PSA
1525
Plum Street Advisors
Louisiana
$302K +$8.91K +90 +3%

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.