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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
TWD
1751
True Wealth Design
Ohio
$46.5K
GWSA
1752
Global Wealth Strategies & Associates
Colorado
$45.7K +$49.6K +492 New
NRG
1753
Nemes Rush Group
Michigan
$44.7K +$37.2K +369 +329%
HWA
1754
HHM Wealth Advisors
Tennessee
$44.7K
OWP
1755
ORG Wealth Partners
Texas
$44K -$22.2K -220 -32%
IWM
1756
IMG Wealth Management
Florida
$43K +$46.7K +463 New
KA
1757
Kozak & Associates
Colorado
$42.8K
AWM
1758
Avondale Wealth Management
Texas
$42.7K
BLC
1759
Brown, Lisle/Cummings
Rhode Island
$42.7K
PP
1760
PFS Partners
New Jersey
$42.5K -$26K -258 -36%
CJH
1761
Christopher J. Hasenberg
Wisconsin
$42.3K +$45.6K +452 New
CMBA
1762
C.M. Bidwell & Associates
Hawaii
$42K
OHWP
1763
Oak Harbor Wealth Partners
North Carolina
$41.3K
PP
1764
PrairieView Partners
Minnesota
$41K
BAM
1765
Bellevue Asset Management
Washington
$38K
AP
1766
Atwood & Palmer
Missouri
$36.8K
CFS
1767
Compass Financial Services
Iowa
$36.2K
CCM
1768
Cloud Capital Management
Washington
$36K +$39.4K +391 New
FCG
1769
Financial Connections Group
California
$35K
HWM
1770
HighMark Wealth Management
Minnesota
$33.1K +$302 +3 +0.8%
OAJ
1771
Ogorek Anthony Joseph
New York
$33K +$2.82K +28 +9%
BTD
1772
BankPlus Trust Department
Mississippi
$33K
MSWM
1773
Mowery & Schoenfeld Wealth Management
Illinois
$32.8K +$35.6K +353 New
WT
1774
Washington Trust
Rhode Island
$31.8K
CWM
1775
Copia Wealth Management
Oregon
$27.8K

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.