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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
PSIWM
1526
Paradigm Strategies in Wealth Management
Minnesota
$301K
VBFP
1527
Valtinson Bruner Financial Planning
Minnesota
$300K +$29.1K +294 +12%
KCM
1528
Kennicott Capital Management
California
$300K -$39.6K -400 -13%
KCPG
1529
Kavar Capital Partners Group
Kansas
$299K
AIM
1530
Avity Investment Management
Connecticut
$297K
DTC
1531
Davidson Trust Company
Washington
$296K
AA
1532
Alpha Advisors
Virginia
$295K +$32.4K +327 +14%
CFSG
1533
Community Financial Services Group
Vermont
$295K
UAS
1534
United Asset Strategies
New York
$294K -$495 -5 -0.2%
MCM
1535
Mainstay Capital Management
Michigan
$292K +$263K +2,656 New
AA
1536
Advisory Alpha
Michigan
$292K +$263K +2,655 New
CC
1537
Chicago Capital
Illinois
$292K -$42.8K -432 -14%
CCG
1538
Cypress Capital Group
Florida
$292K
WPP
1539
Whalerock Point Partners
Rhode Island
$291K
GCA
1540
Genesee Capital Advisors
New York
$291K
SWM
1541
Shelton Wealth Management
Texas
$291K -$35K -354 -12%
MA
1542
MCF Advisors
Kentucky
$290K
OPWM
1543
Oregon Pacific Wealth Management
Oregon
$290K +$4.75K +48 +2%
PA
1544
PSI Advisors
Florida
$289K -$70.1K -708 -21%
GWMIA
1545
Global Wealth Management Investment Advisory
Florida
$289K +$19.6K +198 +8%
MWM
1546
Mascoma Wealth Management
New Hampshire
$288K
GA
1547
Gordian Advisors
Arizona
$288K
FA
1548
Fortis Advisors
Pennsylvania
$287K -$50.2K -507 -16%
CFGA
1549
Cambridge Financial Group (Arizona)
Arizona
$285K
LWM
1550
LJI Wealth Management
Indiana
$285K

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.