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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
BFP
1751
Briaud Financial Planning
Texas
$126K +$50.7K +512 +80%
TFG
1752
Team Financial Group
California
$124K +$112K +1,131 New
RIA
1753
Realta Investment Advisors
Delaware
$124K -$46.7K -472 -30%
WTFG
1754
Wood Tarver Financial Group
Idaho
$121K
MAS
1755
MPWM Advisory Solutions
Georgia
$120K
PA
1756
Pineridge Advisors
Missouri
$120K +$105K +1,058 +3,527%
WBC
1757
West Branch Capital
Massachusetts
$119K -$16.2K -164 -13%
MIA
1758
Milestone Investment Advisors
Wisconsin
$118K
APW
1759
Aventura Private Wealth
Florida
$117K
PCM
1760
Perritt Capital Management
Illinois
$117K +$99 +1 +0.1%
BCCM
1761
Black Cypress Capital Management
Florida
$117K -$23.1K -233 -18%
BC
1762
Bulwark Capital
Florida
$115K +$103K +1,044 New
HC
1763
Hoese & Co
Minnesota
$114K
IAS
1764
IMA Advisory Services
Colorado
$114K
RFA
1765
Register Financial Advisors
Georgia
$114K
AIM
1766
Anchor Investment Management
South Carolina
$111K
JFG
1767
JDM Financial Group
Texas
$110K
PAI
1768
Pittenger & Anderson Inc
Nebraska
$106K
MPWT
1769
MassMutual Private Wealth & Trust
Connecticut
$106K -$24K -242 -20%
M
1770
MOTCO
Texas
$105K
TAM
1771
Townsend Asset Management
North Carolina
$105K
MMCM
1772
Murphy & Mullick Capital Management
New York
$101K -$46.2K -467 -35%
BL
1773
Balentine LLC
Georgia
$96.2K
HI
1774
Hoey Investments
Pennsylvania
$95.2K
ANBT
1775
American National Bank & Trust
Texas
$94K

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.