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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
CASB
1576
Cape Ann Savings Bank
Massachusetts
$273K
CWM
1577
ClientFirst Wealth Management
Arkansas
$272K
GWANC
1578
Guardian Wealth Advisors (North Carolina)
North Carolina
$270K -$136K -1,377 -36%
ML
1579
McAdam LLC
Pennsylvania
$269K -$10.1K -102 -4%
WIP
1580
WealthCare Investment Partners
Rhode Island
$269K +$198 +2 +0.1%
MI
1581
Motiv8 Investments
Florida
$268K
FCIM
1582
Fairview Capital Investment Management
California
$268K
CWM
1583
Chemistry Wealth Management
New York
$267K
CAWM
1584
Capital Advisors Wealth Management
Washington
$267K -$8.51K -86 -3%
WAG
1585
Windsor Advisory Group
Ohio
$266K
AWM
1586
Avaii Wealth Management
Wisconsin
$266K +$594 +6 +0.2%
CM
1587
Columbus Macro
Pennsylvania
$266K
EMC
1588
Everest Management Corp
California
$265K
RMC
1589
Resources Management Corp
Connecticut
$265K
GGS
1590
Galvin Gaustad & Stein
Arizona
$265K
PA
1591
Persium Advisors
Georgia
$265K
WWA
1592
Wingate Wealth Advisors
Massachusetts
$265K +$8.21K +83 +4%
GSIAS
1593
Garden State Investment Advisory Services
New Jersey
$264K
PCM
1594
Parsons Capital Management
Rhode Island
$264K
ACM
1595
Allred Capital Management
Texas
$264K -$26.9K -272 -10%
CCM
1596
Crew Capital Management
Ohio
$263K -$21.4K -216 -8%
MFF
1597
Michels Family Financial
Texas
$263K -$891 -9 -0.4%
LNB
1598
Ledyard National Bank
$261K -$10.7K -108 -4%
C
1599
Certuity
Florida
$261K +$99 +1 +0%
PFA
1600
Professional Financial Advisors
Nebraska
$260K -$6.93K -70 -3%

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.