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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
IWP
1726
IAG Wealth Partners
Wisconsin
$70K +$4.44K +44 +6%
AP
1727
Aspect Partners
Virginia
$66.8K
AIC
1728
Archer Investment Corporation
Indiana
$63.2K -$4.54K -45 -6%
GBA
1729
Garrison Bradford & Associates
New York
$62.8K +$68.3K +677 New
RP
1730
Rice Partnership
Hawaii
$62K
HFS
1731
Hantz Financial Services
Michigan
$62K +$28.2K +280 +72%
SRCM
1732
Signature Resources Capital Management
California
$61.3K +$49.9K +495 +300%
NMG
1733
New Millennium Group
Utah
$60.5K -$103K -1,026 -61%
RWM
1734
Ruedi Wealth Management
Illinois
$59.7K
VWWMG
1735
Vermillion & White Wealth Management Group
Pennsylvania
$59.6K -$179K -1,775 -73%
Lazard Asset Management
1736
Lazard Asset Management
New York
$59K
BFP
1737
Briaud Financial Planning
Texas
$59K +$64.3K +638 New
CICI
1738
Capital Investment Counsel Inc
North Carolina
$56.8K
SC
1739
Sawyer & Company
Massachusetts
$56K
QT
1740
Quantbot Technologies
New York
$55.9K +$60.7K +602 New
RF
1741
Roxbury Financial
New Jersey
$55.2K -$50.2K -498 -48%
CHAM
1742
Clear Harbor Asset Management
Connecticut
$55K
CCM
1743
Chilton Capital Management
Texas
$53.5K
CW
1744
Curio Wealth
Maryland
$52.7K -$52.2K -518 -100%
WIM
1745
Westside Investment Management
California
$51.5K +$7.56K +75 +16%
CWP
1746
Concord Wealth Partners
Virginia
$51.1K +$101 +1 +0.2%
IBOK
1747
Independence Bank of Kentucky
Kentucky
$51.1K
ATC
1748
Adirondack Trust Company
New York
$49.8K
DWM
1749
Dogwood Wealth Management
Kansas
$49.1K -$23.6K -234 -31%
PSFG
1750
Park Square Financial Group
Georgia
$47.4K -$101 -1 -0.2%

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.