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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
VWA
1801
Valued Wealth Advisors
Utah
$59.3K -$244K -2,464 -82%
ATC
1802
Adirondack Trust Company
New York
$59.1K
CW
1803
Curio Wealth
Maryland
$57.1K +$51.3K +518 +51,800%
PSFG
1804
Park Square Financial Group
Georgia
$56.2K
TWD
1805
True Wealth Design
Ohio
$55.2K
OHWP
1806
Oak Harbor Wealth Partners
North Carolina
$54.7K +$5.15K +52 +12%
HWA
1807
HHM Wealth Advisors
Tennessee
$53K
KA
1808
Kozak & Associates
Colorado
$52.2K +$99 +1 +0.2%
AWM
1809
Avondale Wealth Management
Texas
$50.6K
BLC
1810
Brown, Lisle/Cummings
Rhode Island
$50.6K
PCA
1811
Providence Capital Advisors
North Carolina
$50.3K +$45.2K +457 New
CJH
1812
Christopher J. Hasenberg
Wisconsin
$49.8K
CMBA
1813
C.M. Bidwell & Associates
Hawaii
$49.8K
TAM
1814
Tucker Asset Management
Colorado
$49.5K -$48K -485 -52%
HIW
1815
Holos Integrated Wealth
Pennsylvania
$48.8K -$52.7K -532 -56%
PP
1816
PrairieView Partners
Minnesota
$48K
DJSG
1817
D.J. St. Germain
Massachusetts
$46.6K +$36.3K +367 +655%
MDCM
1818
Morgan Dempsey Capital Management
Wisconsin
$44K +$39.6K +400 New
HWM
1819
HighMark Wealth Management
Minnesota
$43.8K +$4.16K +42 +12%
AP
1820
Atwood & Palmer
Missouri
$43.6K
CFS
1821
Compass Financial Services
Iowa
$43K +$99 +1 +0.3%
FCG
1822
Financial Connections Group
California
$41K
BAM
1823
Bellevue Asset Management
Washington
$39.2K -$5.34K -54 -13%
BTD
1824
BankPlus Trust Department
Mississippi
$39.1K
OAJ
1825
Ogorek Anthony Joseph
New York
$39K

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.