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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
FFS
1551
Fischer Financial Services
Pennsylvania
$241K
HI
1552
Human Investing
Oregon
$241K +$42.7K +424 +20%
CFGA
1553
Cambridge Financial Group (Arizona)
Arizona
$241K
OPWM
1554
Oregon Pacific Wealth Management
Oregon
$240K +$261K +2,590 New
LWM
1555
LJI Wealth Management
Indiana
$240K
AIP
1556
ARS Investment Partners
New York
$240K
HG
1557
Harbor Group
New Hampshire
$239K -$6.15K -61 -2%
DOA
1558
D'Orazio & Associates
Virginia
$239K
SW
1559
SMART Wealth
Nebraska
$239K +$40.6K +403 +19%
VPWA
1560
Vestia Personal Wealth Advisors
Indiana
$238K +$6.05K +60 +2%
IPAM
1561
Investment Partners Asset Management
New Jersey
$237K +$3.53K +35 +1%
MCM
1562
Maple Capital Management
Vermont
$236K +$257K +2,546 New
ML
1563
McAdam LLC
Pennsylvania
$236K -$288K -2,856 -53%
NAS
1564
NWF Advisory Services
California
$236K -$53.2K -528 -17%
OC
1565
Opinicus Capital
Florida
$235K -$1.92K -19 -0.7%
FBT
1566
First Bank & Trust
South Dakota
$234K
MCM
1567
Mattern Capital Management
Colorado
$234K -$26.6K -264 -9%
Luther King Capital Management (LKCM)
1568
Luther King Capital Management (LKCM)
Texas
$233K
CAWM
1569
Capital Advisors Wealth Management
Washington
$233K +$253K +2,512 New
VDI
1570
Vaughan David Investments
Illinois
$233K -$50.4K -500 -17%
GLA
1571
Good Life Advisors
Pennsylvania
$232K +$24.8K +246 +11%
1WM
1572
1900 Wealth Management
Texas
$232K -$54.4K -540 -18%
KF
1573
KKM Financial
Illinois
$232K -$101K -1,000 -29%
Loomis, Sayles & Company
1574
Loomis, Sayles & Company
Massachusetts
$232K +$80.3K +797 +47%
AFAS
1575
Acorn Financial Advisory Services
Virginia
$232K -$38.7K -384 -13%

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.