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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
AIP
1601
ARS Investment Partners
New York
$260K
CBT
1602
Crews Bank & Trust
Florida
$260K
SIMG
1603
Sonora Investment Management Group
Arizona
$260K +$234K +2,360 New
GFWA
1604
Grey Fox Wealth Advisors
Delaware
$259K -$2.77K -28 -1%
JJBC
1605
James J. Burns & Company
New York
$259K +$233K +2,351 New
MP
1606
McDonald Partners
Ohio
$259K -$99K -1,000 -30%
EIG
1607
Ellenbecker Investment Group
Wisconsin
$258K -$135K -1,365 -37%
GWS
1608
Greykasell Wealth Strategies
California
$258K
GP
1609
Geneva Partners
Wisconsin
$258K +$6.73K +68 +3%
ADL
1610
Asset Dedication LLC
California
$258K +$69.1K +698 +42%
NA
1611
Nordwand Advisors
Pennsylvania
$258K +$232K +2,340 New
OFS
1612
OneAscent Financial Services
Alabama
$256K +$230K +2,325 New
CMAI
1613
Capital Management Associates Inc
Minnesota
$256K -$229K -2,316 -50%
TPWM
1614
Twelve Points Wealth Management
Massachusetts
$255K
LFA
1615
Longview Financial Advisors
Alabama
$255K +$297 +3 +0.1%
FCM
1616
Fortis Capital Management
Washington
$254K -$135K -1,360 -37%
MC
1617
Mathes Company
New York
$253K
SI
1618
Seeds Investor
New York
$253K
DFC
1619
DB Fitzpatrick & Co
Idaho
$253K -$2.77K -28 -1%
VAMG
1620
Voisard Asset Management Group
Michigan
$252K
Chevy Chase Trust
1621
Chevy Chase Trust
Maryland
$252K +$2.87K +29 +1%
SWP
1622
Strategic Wealth Partners
Ohio
$250K +$225K +2,275 New
FFA
1623
Fragasso Financial Advisors
Pennsylvania
$250K -$2.47K -25 -1%
RCA
1624
Resonant Capital Advisors
Wisconsin
$250K +$99 +1 +0%
PP
1625
Patten & Patten
Tennessee
$248K -$39.6K -400 -15%

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.