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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
HC
1701
Hoese & Co
Minnesota
$95.8K
IAS
1702
IMA Advisory Services
Colorado
$95.8K +$104K +1,031 New
RFA
1703
Register Financial Advisors
Georgia
$95.7K -$39K -387 -27%
AIM
1704
Anchor Investment Management
South Carolina
$93.5K +$101 +1 +0.1%
JFG
1705
JDM Financial Group
Texas
$92.5K
PAI
1706
Pittenger & Anderson Inc
Nebraska
$89.6K -$65.5K -650 -40%
HIW
1707
Holos Integrated Wealth
Pennsylvania
$88.8K
TAM
1708
Townsend Asset Management
North Carolina
$88.2K
TAM
1709
Tucker Asset Management
Colorado
$86.8K -$11.9K -118 -11%
M
1710
MOTCO
Texas
$85.4K
BL
1711
Balentine LLC
Georgia
$81.1K
HI
1712
Hoey Investments
Pennsylvania
$80.3K +$87.2K +865 New
WAOTB
1713
Wealth Advisors of Tampa Bay
Florida
$80.3K +$87.2K +865 New
ANBT
1714
American National Bank & Trust
Texas
$79.3K +$86.1K +854 New
OWA
1715
Opal Wealth Advisors
New York
$78.7K -$550K -5,452 -87%
GK
1716
Graney & King
New York
$78.4K
BA
1717
Ballast Advisors
Minnesota
$77.8K -$2.62K -26 -3%
AIA
1718
Armor Investment Advisors
North Carolina
$77.8K
RA
1719
Rise Advisors
New York
$76K +$101 +1 +0.1%
FFC
1720
First Financial Corp
Indiana
$74.7K
TCM
1721
TruNorth Capital Management
Michigan
$74.5K
NWMP
1722
Noble Wealth Management PBC
Colorado
$74.3K
MIFH
1723
Migdal Insurance & Financial Holdings
Israel
$74K +$56.9K +564 +239%
POIA
1724
Pin Oak Investment Advisors
Texas
$71K -$2.52K -25 -3%
FFA
1725
Frazier Financial Advisors
Ohio
$70.2K

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.