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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
PA
1826
Pineridge Advisors
Missouri
$2.79K -$1.51K -15 -33%
DFA
1827
DHJJ Financial Advisors
Illinois
$2.6K
NC
1828
North Capital
Utah
$2.34K +$2.52K +25 New
RF
1829
Robinswood Financial
Washington
$1.49K
IHWM
1830
Iron Horse Wealth Management
Iowa
$1.11K
VNA
1831
Valley National Advisers
Pennsylvania
$1K
AIM
1832
Arcadia Investment Management
Michigan
$929
SWIM
1833
Smallwood Wealth Investment Management
New Jersey
$742 +$807 +8 New
1NWS
1834
1 North Wealth Services
Maryland
$33
Fidelity International
1835
Fidelity International
Bermuda
-$309M -3,047,709 Closed
PP
1836
Prudential plc
United Kingdom
-$42.1M -414,700 Closed
Asset Management One
1837
Asset Management One
Japan
-$24.4M -235,900 Closed
CFGS
1838
Concourse Financial Group Securities
Alabama
-$19.4M -182,989 Closed
IAA
1839
Independent Advisor Alliance
North Carolina
-$13.1M -129,011 Closed
GVCM
1840
Global View Capital Management
Wisconsin
-$9.05M -89,147 Closed
GF
1841
Gimbal Financial
Indiana
-$6.34M -62,408 Closed
NL
1842
NWAM LLC
Washington
-$6.17M -60,769 Closed
EP
1843
Essential Planning
New Hampshire
-$5.57M -55,832 Closed
NAG
1844
Northstar Advisory Group
New Jersey
-$4.59M -45,230 Closed
LAS
1845
Legacy Advisory Services
Pennsylvania
-$4.46M -43,888 Closed
APCM
1846
Alaska Permanent Capital Management
Alaska
-$4.38M -43,198 Closed
FWA
1847
FSC Wealth Advisors
New York
-$3.94M -38,838 Closed
PF
1848
Prosperitas Financial
California
-$3.26M -32,149 Closed
SCM
1849
Saxony Capital Management
Missouri
-$3.25M -31,985 Closed
Renaissance Technologies
1850
Renaissance Technologies
New York
-$3M -29,500 Closed

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.