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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
AWA
1901
Authentikos Wealth Advisory
California
-$205K -2,022 Closed
RP
1902
Riverwater Partners
Wisconsin
-$205K -2,016 Closed
PGF
1903
Plan Group Financial
Oklahoma
-$204K -2,007 Closed
BRIA
1904
Balanced Rock Investment Advisors
Massachusetts
-$203K -2,004 Closed
NI
1905
Natural Investments
California
-$203K -2,004 Closed
NIM
1906
Northeast Investment Management
Massachusetts
-$203K -2,004 Closed
SB
1907
Sunflower Bank
Texas
-$203K -2,004 Closed
SAM
1908
Strategy Asset Managers
California
-$203K -2,002 Closed
UIM
1909
Unified Investment Management
Georgia
-$203K -2,000 Closed
TFS
1910
Thoroughbred Financial Services
Tennessee
-$202K -1,998 Closed
BFG
1911
Buttonwood Financial Group
Missouri
-$212K -1,995 Closed
NAMNJ
1912
NorthStar Asset Management (New Jersey)
New Jersey
-$202K -1,990 Closed
SMAM
1913
Sugar Maple Asset Management
Wisconsin
-$202K -1,986 Closed
Wolverine Trading
1914
Wolverine Trading
Illinois
-$203K -1,978 Closed
CAS
1915
Coppell Advisory Solutions
Texas
-$199K -1,946 Closed
EW
1916
Element Wealth
Mississippi
-$161K -1,583 Closed
Citadel Advisors
1917
Citadel Advisors
Florida
-$134K -1,328 Closed
CP
1918
Castleview Partners
Texas
-$129K -1,274 Closed
LDB
1919
Lee, Danner & Bass
Tennessee
-$122K -1,200 Closed
FLP
1920
Financial Life Planners
Arizona
-$101K -999 Closed
EF
1921
Empowered Funds
Pennsylvania
-$97.6K -961 Closed
CBT
1922
CoreFirst Bank & Trust
Kansas
-$97.1K -956 Closed
DP
1923
Denver PWM
Colorado
-$71.4K -703 Closed
CFG
1924
Copley Financial Group
California
-$67.9K -669 Closed
MRP
1925
Measured Risk Portfolios
California
-$61.3K -604 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.