We are live on ! Find out more
IVW icon

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
CFA
151
Cahill Financial Advisors
Minnesota
$28.6M -$262K -2,649 -1%
CAL
152
Capital Analysts LLC
Pennsylvania
$28.5M +$6M +60,585 +31%
FHC
153
First Heartland Consultants
Missouri
$28.4M +$8.29M +83,750 +48%
HGWM
154
Horst & Graben Wealth Management
Oregon
$28.1M -$3.31M -33,484 -12%
SFA
155
Sequoia Financial Advisors
Ohio
$28.1M +$454K +4,587 +2%
HFA
156
High Falls Advisors
New York
$27.8M -$3.67M -37,091 -13%
Financial Engines Advisors
157
Financial Engines Advisors
California
$27.7M -$2.36M -23,797 -9%
LWM
158
Liberty Wealth Management
California
$27.6M +$687K +6,936 +3%
SWP
159
ShoreHaven Wealth Partners
New Jersey
$27.6M -$912K -9,211 -4%
SAF
160
Smith Anglin Financial
Texas
$27.4M +$3.72M +37,622 +18%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$27.4M +$9.78M +98,826 +66%
DSA
162
Droms Strauss Advisors
Missouri
$27.3M -$121K -1,220 -0.5%
GL
163
Graypoint LLC
New York
$27M +$1.41M +14,240 +6%
KL
164
KWMG LLC
Kansas
$27M +$245K +2,480 +1%
B
165
Barings
North Carolina
$26.9M +$20.9M +211,581 +644%
SFS
166
Security Financial Services
Indiana
$26.9M -$1.91M -19,312 -7%
AWMG
167
ADG Wealth Management Group
Louisiana
$26.8M +$3.71M +37,468 +18%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$26.6M +$7.68M +77,563 +47%
GRP
169
Global Retirement Partners
California
$26.6M +$23.9M +241,360 New
IA
170
IFP Advisors
Florida
$26.5M +$20.2M +204,575 +572%
AWM
171
Apollon Wealth Management
South Carolina
$26.2M -$212K -2,137 -0.9%
CAG
172
Csenge Advisory Group
Florida
$25.9M -$405K -4,093 -2%
MC
173
McMorgan & Co
California
$25.8M -$468K -4,727 -2%
DA
174
Detalus Advisors
Missouri
$25.6M -$777K -7,850 -3%
MFG
175
Merit Financial Group
Georgia
$25.4M +$773K +7,811 +4%

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.