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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
SAM
1526
SP Asset Management
California
$255K +$302 +3 +0.1%
NC
1527
NovaPoint Capital
Georgia
$254K +$276K +2,740 New
PSIWM
1528
Paradigm Strategies in Wealth Management
Minnesota
$254K
SWM
1529
Silverlake Wealth Management
Vermont
$253K +$11.8K +117 +4%
KCPG
1530
Kavar Capital Partners Group
Kansas
$252K
BFIM
1531
Beese Fulmer Investment Management
Ohio
$251K +$57.8K +573 +27%
AIM
1532
Avity Investment Management
Connecticut
$250K
CPC
1533
Consolidated Planning Corp
Georgia
$250K -$907 -9 -0.3%
DTC
1534
Davidson Trust Company
Washington
$250K +$10.1K +100 +4%
TPW
1535
Talon Private Wealth
Florida
$249K +$5.75K +57 +2%
UAS
1536
United Asset Strategies
New York
$249K +$504 +5 +0.2%
CFSG
1537
Community Financial Services Group
Vermont
$248K -$75.6K -750 -22%
ACM
1538
Allred Capital Management
Texas
$248K +$13.5K +134 +5%
PP
1539
Patten & Patten
Tennessee
$247K
CIBC World Market
1540
CIBC World Market
Ontario, Canada
$246K
PSA
1541
Plum Street Advisors
Louisiana
$246K
CCG
1542
Cypress Capital Group
Florida
$246K
WPP
1543
Whalerock Point Partners
Rhode Island
$246K
GCA
1544
Genesee Capital Advisors
New York
$245K
CG
1545
Cynosure Group
Utah
$245K
MA
1546
MCF Advisors
Kentucky
$245K -$625K -6,197 -70%
MWM
1547
Mascoma Wealth Management
New Hampshire
$243K
GA
1548
Gordian Advisors
Arizona
$243K
CCM
1549
Crew Capital Management
Ohio
$242K
BA
1550
Bluesphere Advisors
Pennsylvania
$242K -$8.06K -80 -3%

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.