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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
ECM
1651
Exchange Capital Management
Michigan
$200K -$35.5K -352 -14%
GAG
1652
Goodman Advisory Group
Massachusetts
$199K +$216K +2,143 New
Q1WB
1653
Quest 10 Wealth Builders
Virginia
$195K +$12.6K +125 +6%
EWM
1654
Evermay Wealth Management
Virginia
$191K -$37.3K -370 -15%
WTA
1655
Washington Trust Advisors
Massachusetts
$187K -$4.54K -45 -2%
DWM
1656
Darwin Wealth Management
Florida
$185K
DPW
1657
DiNuzzo Private Wealth
Pennsylvania
$180K +$196K +1,940 New
NWM
1658
Nova Wealth Management
Florida
$180K +$122K +1,215 +168%
ZBNA
1659
Zions Bancorporation, National Association
Utah
$176K +$191K +1,894 New
HT
1660
Headlands Technologies
Illinois
$175K -$699K -6,933 -79%
TH
1661
TCTC Holdings
Texas
$170K
BL
1662
BFSG LLC
California
$168K
RFG
1663
REAP Financial Group
Texas
$168K -$27.1K -269 -13%
SIS
1664
Strategic Investment Solutions
Illinois
$168K
CPA
1665
Cardiff Park Advisors
California
$167K +$17.6K +175 +11%
CP
1666
Covenant Partners
Tennessee
$161K
AG
1667
AmeriFlex Group
Nevada
$160K +$92.3K +916 +114%
BHWM
1668
Beaird Harris Wealth Management
Texas
$154K +$4.54K +45 +3%
ADL
1669
Asset Dedication LLC
California
$153K
APW
1670
Atlantic Private Wealth
North Carolina
$149K +$202 +2 +0.1%
RIA
1671
Realta Investment Advisors
Delaware
$148K +$2.92K +29 +2%
AA
1672
Addison Advisors
Vermont
$143K
FPB
1673
First PREMIER Bank
South Dakota
$142K
HWM
1674
Hemington Wealth Management
Virginia
$141K -$3.23K -32 -2%
BSB
1675
Bangor Savings Bank
Maine
$137K -$3.63K -36 -2%

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.