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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
CAS
1701
Coppell Advisory Solutions
Texas
$212K +$192K +1,935 New
PAW
1702
Plan A Wealth
Nebraska
$212K +$190K +1,921 New
IFA
1703
Interactive Financial Advisors
Illinois
$211K +$190K +1,918 New
IWM
1704
Inlight Wealth Management
Georgia
$211K
CAM
1705
Covenant Asset Management
New Jersey
$211K +$189K +1,914 New
NWM
1706
Nova Wealth Management
Florida
$210K -$2.57K -26 -1%
BIAS
1707
Beacon Investment Advisory Services
New Jersey
$210K +$189K +1,907 New
FAG
1708
Fortitude Advisory Group
Washington
$209K +$188K +1,898 New
ZBNA
1709
Zions Bancorporation, National Association
Utah
$209K
BTIM
1710
BancFirst Trust & Investment Management
Oklahoma
$208K +$188K +1,896 New
AWP
1711
Abacus Wealth Partners
California
$207K +$186K +1,880 New
PRTG
1712
Post Resch Tallon Group
New York
$205K +$184K +1,861 New
RWM
1713
Riverbend Wealth Management
South Carolina
$205K +$184K +1,860 New
NPF
1714
Norris Perne & French
Michigan
$205K +$184K +1,860 New
RW
1715
Ridgeline Wealth
Arizona
$204K -$39.1K -395 -18%
TCM
1716
Tandem Capital Management
New Jersey
$204K +$183K +1,853 New
SW
1717
Solidarity Wealth
Utah
$204K +$183K +1,850 New
TWP
1718
Tyche Wealth Partners
Texas
$203K +$183K +1,847 New
RWM
1719
Rockline Wealth Management
New York
$203K +$182K +1,841 New
EGA
1720
E&G Advisors
Texas
$203K +$182K +1,840 New
FVWA
1721
Foster Victor Wealth Advisors
South Carolina
$203K +$181K +1,827 New
SIG
1722
Stonegate Investment Group
Alabama
$202K +$182K +1,838 New
TH
1723
TCTC Holdings
Texas
$202K
CPG
1724
Cornerstone Planning Group
New Jersey
$201K -$69.5K -702 -28%
BL
1725
BFSG LLC
California
$200K

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.