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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
BBA
1576
BLB&B Advisors
Pennsylvania
$231K +$101 +1 +0%
QC
1577
Quent Capital
New York
$231K
CPRC
1578
Consolidated Portfolio Review Corp
New York
$230K +$250K +2,483 New
PCM
1579
Palouse Capital Management
Washington
$230K
LNB
1580
Ledyard National Bank
$230K -$9.48K -94 -4%
CASB
1581
Cape Ann Savings Bank
Massachusetts
$230K +$10.1K +100 +4%
CWM
1582
ClientFirst Wealth Management
Arkansas
$229K
VFPW
1583
Vantage Financial Partners (Wisconsin)
Wisconsin
$228K -$8.77K -87 -3%
PMWMG
1584
Parr McKnight Wealth Management Group
Minnesota
$228K -$86.5K -858 -26%
MI
1585
Motiv8 Investments
Florida
$226K
VBFP
1586
Valtinson Bruner Financial Planning
Minnesota
$226K +$41K +407 +20%
FCIM
1587
Fairview Capital Investment Management
California
$226K -$2.52K -25 -1%
UFA
1588
Uptown Financial Advisors
Texas
$226K +$245K +2,430 New
PFA
1589
Professional Financial Advisors
Nebraska
$226K +$245K +2,430 New
CWM
1590
Chemistry Wealth Management
New York
$225K
GWMIA
1591
Global Wealth Management Investment Advisory
Florida
$225K +$244K +2,424 New
A
1592
Argentarii
Ohio
$225K
WAG
1593
Windsor Advisory Group
Ohio
$225K
FFA
1594
Founders Financial Alliance
North Carolina
$225K +$18.1K +180 +8%
CPG
1595
Cornerstone Planning Group
New Jersey
$224K +$93.6K +928 +60%
CM
1596
Columbus Macro
Pennsylvania
$224K
AWM
1597
Avaii Wealth Management
Wisconsin
$224K +$807 +8 +0.3%
EMC
1598
Everest Management Corp
California
$224K
GGS
1599
Galvin Gaustad & Stein
Arizona
$223K
PA
1600
Persium Advisors
Georgia
$223K

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.