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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
WP
1851
WMS Partners
Maryland
-$2.06M -20,278 Closed
TPBG
1852
Turning Point Benefit Group
Maryland
-$1.5M -14,922 Closed
Winslow Capital Management
1853
Winslow Capital Management
Minnesota
-$1.38M -13,609 Closed
AFW
1854
Avantra Family Wealth
Pennsylvania
-$1.34M -13,173 Closed
FI
1855
FWG Investments
Kentucky
-$1.21M -11,883 Closed
AT
1856
American Trust
Kentucky
-$1.09M -10,766 Closed
LTI
1857
Laffer Tengler Investments
Tennessee
-$1.01M -9,937 Closed
PCM
1858
Presidio Capital Management
California
-$981K -9,665 Closed
SW
1859
SVB Wealth
Massachusetts
-$972K -9,576 Closed
FTA
1860
Financial & Tax Architects
Missouri
-$859K -8,456 Closed
AP
1861
Advisors Preferred
Maryland
-$822K -8,100 Closed
CI
1862
CPR Investments
Michigan
-$749K -7,377 Closed
VCM
1863
Virtue Capital Management
Tennessee
-$717K -7,060 Closed
HF
1864
HRT Financial
New York
-$702K -6,920 Closed
BOC
1865
Blue Oak Capital
California
-$634K -6,246 Closed
TI
1866
Trexquant Investment
Connecticut
-$602K -5,925 Closed
Principal Financial Group
1867
Principal Financial Group
Iowa
-$559K -5,501 Closed
SWA
1868
Strata Wealth Advisors
Texas
-$555K -5,462 Closed
MMM
1869
Mendel Money Management
Illinois
-$539K -5,306 Closed
CF
1870
Corebridge Financial
Texas
-$508K -5,000 Closed
APW
1871
Axim Planning & Wealth
Ohio
-$457K -4,505 Closed
AIP
1872
Almanack Investment Partners
Pennsylvania
-$457K -4,497 Closed
PIAS
1873
PCA Investment Advisory Services
Ohio
-$420K -4,133 Closed
GSEP
1874
Golden State Equity Partners
California
-$416K -4,094 Closed
GI
1875
Gradient Investments
Minnesota
-$396K -3,901 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.