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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
SI
1626
Seeds Investor
New York
$213K -$30.6K -304 -12%
VAMG
1627
Voisard Asset Management Group
Michigan
$213K
GP
1628
Geneva Partners
Wisconsin
$211K +$202 +2 +0.1%
RCA
1629
Resonant Capital Advisors
Wisconsin
$211K +$101 +1 +0%
IWM
1630
Inlight Wealth Management
Georgia
$211K
AB
1631
ANB Bank
Colorado
$210K
Chevy Chase Trust
1632
Chevy Chase Trust
Maryland
$210K
RW
1633
Ridgeline Wealth
Arizona
$209K -$4.64K -46 -2%
WIP
1634
WealthCare Investment Partners
Rhode Island
$208K +$302 +3 +0.1%
JIP
1635
Jaffetilchin Investment Partners
Florida
$208K +$225K +2,236 New
BIP
1636
Blue Investment Partners
California
$207K
SWG
1637
Summit Wealth Group
Vermont
$206K
MFG
1638
Menard Financial Group
Texas
$205K -$3.43K -34 -2%
SC
1639
SouthState Corp
Florida
$205K +$134K +1,329 +152%
VCM
1640
Vivaldi Capital Management
Illinois
$204K +$101 +1 +0%
AA
1641
Aire Advisors
California
$204K +$221K +2,194 New
VWA
1642
VSM Wealth Advisory
Maryland
$203K +$202 +2 +0.1%
JF
1643
JSF Financial
California
$203K +$101 +1 +0%
CT
1644
Colonial Trust
South Carolina
$202K -$4.54K -45 -2%
HS
1645
Horan Securities
United States
$201K +$1.31K +13 +0.6%
NS
1646
NBC Securities
Alabama
$201K +$219K +2,172 +108,600%
WA
1647
Wealthstar Advisors
Texas
$201K +$4.13K +41 +2%
MCFP
1648
Mallini Complete Financial Planning
Florida
$201K
PWM
1649
Proathlete Wealth Management
Florida
$201K -$8.06K -80 -4%
GCA
1650
Greenwood Capital Associates
South Carolina
$201K

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.