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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
SFS
151
Security Financial Services
Indiana
$24.5M +$571K +5,665 +2%
BEC
152
Blue Edge Capital
Virginia
$24.5M +$1.36M +13,472 +5%
CFA
153
Cahill Financial Advisors
Minnesota
$24.3M -$121K -1,198 -0.5%
AIP
154
Ameritas Investment Partners
Nebraska
$24.3M -$106K -1,048 -0.4%
IC
155
IEQ Capital
California
$24.3M +$11M +109,051 +72%
SWP
156
ShoreHaven Wealth Partners
New Jersey
$24.1M +$1.87M +18,586 +8%
TSW
157
Three Seasons Wealth
Utah
$24M +$25.4M +252,133 +3,910%
TPCW
158
TD Private Client Wealth
New York
$23.9M -$6.45M -64,020 -20%
ASN
159
Advisory Services Network
Georgia
$23.6M +$312K +3,099 +1%
SFA
160
Sequoia Financial Advisors
Ohio
$23.2M +$7.64M +75,819 +43%
DSA
161
Droms Strauss Advisors
Missouri
$23.1M +$100K +995 +0.4%
GIA
162
Gladstone Institutional Advisory
Florida
$23M +$724K +7,182 +3%
SC
163
Saiph Capital
New Jersey
$22.9M -$1.21M -11,986 -5%
LWM
164
Liberty Wealth Management
California
$22.6M +$1.26M +12,499 +5%
KL
165
KWMG LLC
Kansas
$22.5M -$644K -6,392 -3%
CAG
166
Csenge Advisory Group
Florida
$22.5M -$422K -4,184 -2%
SG
167
StoneX Group
New York
$22.4M +$320K +3,179 +1%
NG
168
Norden Group
Utah
$22.4M +$16.5M +164,165 +214%
DA
169
Detalus Advisors
Missouri
$22.3M +$2.72K +27 +0%
AWM
170
Apollon Wealth Management
South Carolina
$22.2M +$8.9M +88,241 +58%
MC
171
McMorgan & Co
California
$22.2M +$194K +1,929 +0.8%
JWCA
172
J.W. Cole Advisors
Florida
$22.1M -$925K -9,172 -4%
CFA
173
Camarda Financial Advisors
Florida
$22.1M +$10.3M +101,844 +75%
OWA
174
One Wealth Advisors
California
$22.1M -$24.4K -242 -0.1%
SFI
175
SPC Financial Inc
Maryland
$21.7M -$333K -3,299 -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.