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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
AIFS
1651
A&I Financial Services
Colorado
$235K +$212K +2,137 New
SA
1652
Stewardship Advisors
Pennsylvania
$235K +$211K +2,136 New
MFG
1653
Menard Financial Group
Texas
$234K
PWP
1654
Perfromance Wealth Partners
Illinois
$234K +$210K +2,124 New
AFAS
1655
Acorn Financial Advisory Services
Virginia
$233K -$37.5K -379 -15%
GC
1656
Guidance Capital
Kentucky
$233K -$17.2K -174 -8%
DOA
1657
D'Orazio & Associates
Virginia
$232K -$46.9K -474 -18%
BPFA
1658
Barnes Pettey Financial Advisors
Mississippi
$231K +$208K +2,100 New
ICP
1659
Impact Capital Partners
Colorado
$230K +$207K +2,092 New
LPT
1660
Legacy Private Trust
Wisconsin
$230K +$207K +2,088 New
JIP
1661
Jaffetilchin Investment Partners
Florida
$228K -$15.9K -161 -7%
TI
1662
Tidal Investments
Wisconsin
$228K +$205K +2,072 New
Q1WB
1663
Quest 10 Wealth Builders
Virginia
$228K -$3.66K -37 -2%
PA
1664
Planning Alternatives
Michigan
$227K +$204K +2,063 New
HSG
1665
Helen Stephens Group
Texas
$225K +$202K +2,045 New
CST
1666
Charles Schwab Trust
Nevada
$225K +$202K +2,041 New
SHF
1667
Stage Harbor Financial
Massachusetts
$225K +$202K +2,040 New
PTP
1668
Platform Technology Partners
New York
$225K +$202K +2,040 New
VCM
1669
Vivaldi Capital Management
Illinois
$225K -$15.4K -156 -7%
WA
1670
WESPAC Advisors
California
$224K -$1.24M -12,571 -86%
TP
1671
Tranquility Partners
Tennessee
$224K +$201K +2,034 New
CWP
1672
Cyndeo Wealth Partners
Florida
$224K +$201K +2,034 New
HI
1673
Human Investing
Oregon
$224K -$55.9K -565 -22%
CWM
1674
CarsonAllaria Wealth Management
Illinois
$224K +$82.3K +832 +69%
LBC
1675
Leigh Baldwin & Co
New York
$223K +$200K +2,021 New

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.