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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
ITIM
1676
Indiana Trust & Investment Management
Indiana
$135K +$14.6K +145 +11%
LWA
1677
Lowe Wealth Advisors
Maryland
$134K
GWSG
1678
GPS Wealth Strategies Group
Colorado
$127K +$43.4K +430 +46%
MMCM
1679
Murphy & Mullick Capital Management
New York
$125K +$47.1K +467 +53%
CSWG
1680
Cardinal Strategic Wealth Guidance
Kentucky
$123K
CFFP
1681
Center for Financial Planning
Michigan
$122K
RTL
1682
Red Tortoise LLC
Georgia
$122K
BCCM
1683
Black Cypress Capital Management
Florida
$120K -$40.3K -400 -24%
IIL
1684
Insight Inv LLC
California
$119K
WBC
1685
West Branch Capital
Massachusetts
$116K +$101 +1 +0.1%
Allspring Global Investments
1686
Allspring Global Investments
North Carolina
$116K -$171K -1,700 -58%
CF
1687
Collier Financial
Colorado
$114K -$8.06M -79,984 -98%
MPWT
1688
MassMutual Private Wealth & Trust
Connecticut
$112K -$38.5K -382 -24%
CWM
1689
CarsonAllaria Wealth Management
Illinois
$111K +$28.4K +282 +31%
FWM
1690
FSA Wealth Management
Massachusetts
$110K
CT
1691
Clearstead Trust
Maine
$108K
WWM
1692
Wolff Wiese Magana
California
$108K
TCM
1693
Tradewinds Capital Management
Washington
$107K
CWM
1694
Compass Wealth Management
Connecticut
$107K
WTFG
1695
Wood Tarver Financial Group
Idaho
$102K
MAS
1696
MPWM Advisory Solutions
Georgia
$101K
MIA
1697
Milestone Investment Advisors
Wisconsin
$99.9K
AF
1698
Atala Financial
California
$99.4K +$4.64K +46 +4%
APW
1699
Aventura Private Wealth
Florida
$98.8K +$19.3K +191 +22%
PCM
1700
Perritt Capital Management
Illinois
$98.6K +$101 +1 +0.1%

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.