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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
1851
Pacifica Partners
Canada
$16.4K
HWM
1852
Horizons Wealth Management
North Carolina
$16.3K
CVM
1853
Cheviot Value Management
California
$16.2K +$9.21K +93 +194%
DWM
1854
Dogwood Wealth Management
Kansas
$15.1K -$38.8K -392 -74%
FMB
1855
Field & Main Bank
Kentucky
$14.1K
CPBTD
1856
Central Pacific Bank - Trust Division
Hawaii
$14K
MAWAG
1857
Mid-American Wealth Advisory Group
Missouri
$13.8K +$12.4K +125 New
RFA
1858
Reyes Financial Architecture
California
$13.3K
MWM
1859
MGB Wealth Management
Texas
$12.3K +$11.1K +112 New
CTWM
1860
Cherry Tree Wealth Management
Minnesota
$11.6K
TFA
1861
Toth Financial Advisory
Virginia
$11.5K -$8.41K -85 -45%
FDW
1862
Fourth Dimension Wealth
Ohio
$11K
MHR
1863
Matthew Hamilton Rosenberg
$9.69K
MSWA
1864
Marshall & Sterling Wealth Advisors
New York
$9.5K +$99 +1 +1%
MBFW
1865
Morton Brown Family Wealth
Pennsylvania
$9.03K
FGC
1866
Financial Gravity Companies
Texas
$8.92K +$8.02K +81 New
GWM
1867
Grand Wealth Management
Michigan
$8.34K -$7.22K -73 -49%
FLFS
1868
Family Legacy Financial Solutions
North Carolina
$8.23K +$7.32K +74 New
HHGA
1869
Halbert Hargrove Global Advisors
California
$7.82K
MWA
1870
Medallion Wealth Advisors
Connecticut
$7.63K -$4.16K -42 -38%
MDA
1871
Minot DeBlois Advisors
Massachusetts
$7.16K
PAG
1872
Paladin Advisory Group
Iowa
$7.16K +$3.17K +32 +97%
WB
1873
Webster Bank
Connecticut
$5.39K
TC
1874
Trust Company
Kansas
$5.29K
HR
1875
Howe & Rusling
New York
$4.83K

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.