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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
GG
1776
Gleason Group
Kentucky
$27.5K -$41.9K -416 -58%
GA
1777
GoalVest Advisory
New York
$27.1K -$1.61K -16 -5%
MFC
1778
Mechanics Financial Corp
Ohio
$26.9K +$29.2K +290 New
EPIME
1779
Evelyn Partners Investment Management (Europe)
$26.5K
FAM
1780
Flaharty Asset Management
Florida
$26.4K +$28.6K +284 New
EF
1781
Elite Financial
Idaho
$26K +$29.2K +290 New
CAM
1782
Chesapeake Asset Management
New York
$25.6K
DF
1783
DecisionPoint Financial
Arizona
$24.6K
FCMT
1784
Founders Capital Management (Texas)
Texas
$23.2K
CB
1785
Centennial Bank
Arkansas
$21.7K
MFA
1786
Morling Financial Advisors
California
$21.7K
DCM
1787
Davis Capital Management
Florida
$21.4K
ME
1788
McIlrath & Eck
Washington
$21.1K
TCA
1789
Trifecta Capital Advisors
Illinois
$20.4K -$202 -2 -0.9%
HIIFS
1790
Harel Insurance Investments & Financial Services
Israel
$20K
BCM
1791
Basso Capital Management
Connecticut
$18.7K
CCMI
1792
Creative Capital Management Investments
California
$18.6K
VCM
1793
Versant Capital Management
Arizona
$18.6K
TFA
1794
Toth Financial Advisory
Virginia
$17.5K
QPBE
1795
Quintet Private Bank (Europe)
Luxembourg
$16.2K
1IA
1796
1620 Investment Advisors
Massachusetts
$15.8K
MIM
1797
Marshall Investment Management
Colorado
$15.7K +$17K +169 New
CAM
1798
Creekmur Asset Management
Illinois
$14.4K
BIG
1799
Brooklyn Investment Group
New York
$14.3K
GWM
1800
Grand Wealth Management
Michigan
$13.8K

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.