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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
CPA
1726
Cardiff Park Advisors
California
$198K
SC
1727
Soundwatch Capital
Connecticut
$192K +$1.84M +18,600 New
CP
1728
Covenant Partners
Tennessee
$191K
AG
1729
AmeriFlex Group
Nevada
$188K
EWM
1730
Evermay Wealth Management
Virginia
$186K -$36.3K -367 -18%
BHWM
1731
Beaird Harris Wealth Management
Texas
$183K
APW
1732
Atlantic Private Wealth
North Carolina
$176K +$198 +2 +0.1%
AA
1733
Addison Advisors
Vermont
$169K
FPB
1734
First PREMIER Bank
South Dakota
$168K
HWM
1735
Hemington Wealth Management
Virginia
$168K
AWM
1736
Abound Wealth Management
Tennessee
$163K -$89.6K -905 -38%
ITIM
1737
Indiana Trust & Investment Management
Indiana
$160K
BSB
1738
Bangor Savings Bank
Maine
$159K -$2.47K -25 -2%
LWA
1739
Lowe Wealth Advisors
Maryland
$159K
GWSG
1740
GPS Wealth Strategies Group
Colorado
$151K +$99 +1 +0.1%
HAP
1741
Harbor Asset Planning
Massachusetts
$148K +$133K +1,347 New
CSWG
1742
Cardinal Strategic Wealth Guidance
Kentucky
$146K
CFFP
1743
Center for Financial Planning
Michigan
$145K
RTL
1744
Red Tortoise LLC
Georgia
$145K
CBT
1745
CoreFirst Bank & Trust
Kansas
$142K +$128K +1,292 New
IIL
1746
Insight Inv LLC
California
$141K
FWM
1747
FSA Wealth Management
Massachusetts
$130K
BMM
1748
Berkshire Money Management
Massachusetts
$129K -$186K -1,884 -62%
CT
1749
Clearstead Trust
Maine
$129K
WWM
1750
Wolff Wiese Magana
California
$128K

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.