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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
PP
1826
PFS Partners
New Jersey
$37.1K -$12K -121 -26%
RIM
1827
Ryan Investment Management
Colorado
$36.4K +$32.8K +331 New
CWM
1828
Copia Wealth Management
Oregon
$33K
GG
1829
Gleason Group
Kentucky
$32.7K
GA
1830
GoalVest Advisory
New York
$32.1K
MFC
1831
Mechanics Financial Corp
Ohio
$31.9K
EPIME
1832
Evelyn Partners Investment Management (Europe)
$31.4K
DWM
1833
Darwin Wealth Management
Florida
$30.5K -$153K -1,544 -85%
CAM
1834
Chesapeake Asset Management
New York
$30.4K
OWP
1835
ORG Wealth Partners
Texas
$30.3K -$19.1K -193 -41%
BCM
1836
Boreal Capital Management
Florida
$29.7K +$26.7K +270 New
DF
1837
DecisionPoint Financial
Arizona
$28.9K
FCMT
1838
Founders Capital Management (Texas)
Texas
$27.5K
CB
1839
Centennial Bank
Arkansas
$25.8K
MFA
1840
Morling Financial Advisors
California
$25.8K
ME
1841
McIlrath & Eck
Washington
$25K
TCA
1842
Trifecta Capital Advisors
Illinois
$24.2K
HIIFS
1843
Harel Insurance Investments & Financial Services
Israel
$24K
BCM
1844
Basso Capital Management
Connecticut
$22.1K
CCMI
1845
Creative Capital Management Investments
California
$22K
Allspring Global Investments
1846
Allspring Global Investments
North Carolina
$20.7K -$104K -1,048 -85%
TIM
1847
Total Investment Management
Arizona
$20.1K +$18K +182 New
QPBE
1848
Quintet Private Bank (Europe)
Luxembourg
$19.3K
CAWM
1849
Capital A Wealth Management
Pennsylvania
$17.7K -$931K -9,406 -98%
CAM
1850
Creekmur Asset Management
Illinois
$17.1K

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.