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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
CWM
1676
Centric Wealth Management
Illinois
$221K +$191K +1,927 New
PHAM
1677
Palisades Hudson Asset Management
Florida
$221K +$199K +2,010 New
WTA
1678
Washington Trust Advisors
Massachusetts
$221K -$495 -5 -0.2%
PGF
1679
Plan Group Financial
Oklahoma
$221K +$199K +2,007 New
NIM
1680
Northeast Investment Management
Massachusetts
$221K +$198K +2,004 New
RFG
1681
REAP Financial Group
Texas
$220K +$19.5K +197 +11%
SRCM
1682
Signature Resources Capital Management
California
$220K +$133K +1,339 +203%
NAMNJ
1683
NorthStar Asset Management (New Jersey)
New Jersey
$220K +$197K +1,995 New
RWA
1684
Redhawk Wealth Advisors
Minnesota
$219K +$197K +1,994 New
DWA
1685
Delos Wealth Advisors
Texas
$219K +$197K +1,992 New
IWM
1686
Integris Wealth Management
California
$219K +$197K +1,991 New
AGA
1687
Arkos Global Advisors
Texas
$218K +$196K +1,984 New
NFTC
1688
North Forty Two & Co
Oregon
$217K +$195K +1,972 New
HFO
1689
Heritage Family Offices
Arizona
$216K
IP
1690
Ignite Planners
California
$216K +$190K +1,919 New
CFA
1691
Capstone Financial Advisors
Illinois
$216K +$194K +1,958 New
MCM
1692
Mattern Capital Management
Colorado
$215K -$56K -566 -22%
AA
1693
Aire Advisors
California
$215K -$24K -242 -11%
PPWP
1694
Premier Path Wealth Partners
New Jersey
$215K +$193K +1,950 New
FNBOMD
1695
First National Bank of Mount Dora
Florida
$214K +$193K +1,948 New
DPW
1696
DiNuzzo Private Wealth
Pennsylvania
$214K
GI
1697
Gradient Investments
Minnesota
$213K +$192K +1,936 New
FBFS
1698
First Business Financial Services
Wisconsin
$213K +$191K +1,933 New
BIG
1699
Builder Investment Group
Georgia
$213K +$191K +1,931 New
BA
1700
Bluesphere Advisors
Pennsylvania
$212K -$67K -677 -26%

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.