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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
PWP
1551
Precedent Wealth Partners
Texas
$285K +$256K +2,588 New
HG
1552
Harbor Group
New Hampshire
$284K +$198 +2 +0.1%
PWM
1553
Proathlete Wealth Management
Florida
$284K +$41.7K +421 +20%
CL
1554
CIM LLC
New York
$284K -$399K -4,036 -61%
CPC
1555
Consolidated Planning Corp
Georgia
$284K -$11.5K -116 -4%
HS
1556
Horan Securities
United States
$283K +$40.4K +408 +19%
IPAM
1557
Investment Partners Asset Management
New Jersey
$283K +$1.98K +20 +0.8%
AL
1558
Aspiriant LLC
California
$283K +$254K +2,570 New
SA
1559
SAM Advisors
California
$283K +$254K +2,567 New
VC
1560
Vestor Capital
Illinois
$282K -$6M -60,618 -88%
JCM
1561
Jag Capital Management
Missouri
$281K -$74.5K -753 -23%
APWA
1562
Atlas Private Wealth Advisors
New Jersey
$280K +$251K +2,540 New
Luther King Capital Management (LKCM)
1563
Luther King Capital Management (LKCM)
Texas
$277K
OC
1564
Opinicus Capital
Florida
$276K -$2.67K -27 -1%
VDI
1565
Vaughan David Investments
Illinois
$276K
Loomis, Sayles & Company
1566
Loomis, Sayles & Company
Massachusetts
$275K
VPWA
1567
Vestia Personal Wealth Advisors
Indiana
$275K -$5.94K -60 -2%
1WM
1568
1900 Wealth Management
Texas
$275K
KF
1569
KKM Financial
Illinois
$275K
TPW
1570
Talon Private Wealth
Florida
$275K -$18.1K -183 -7%
VFPW
1571
Vantage Financial Partners (Wisconsin)
Wisconsin
$275K +$3.56K +36 +1%
BBA
1572
BLB&B Advisors
Pennsylvania
$275K +$198 +2 +0.1%
ZIG
1573
Zuckerman Investment Group
Illinois
$274K +$246K +2,485 New
QC
1574
Quent Capital
New York
$273K
PCM
1575
Palouse Capital Management
Washington
$273K

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.