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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
CWC
1901
Carolinas Wealth Consulting
North Carolina
-$2.04M -22,002 Closed
LA
1902
Legacy Advisors
Pennsylvania
-$1.44M -15,552 Closed
DZ Bank
1903
DZ Bank
Germany
-$1.33M -14,348 Closed
BTWM
1904
Brass Tax Wealth Management
Ohio
-$1.28M -13,751 Closed
DL
1905
DOHJ LLC
Washington
-$1.26M -13,549 Closed
AI
1906
Arvest Investments
Arkansas
-$1.19M -12,864 Closed
PR
1907
Payden & Rygel
California
-$958K -10,322 Closed
RF
1908
RHS Financial
California
-$954K -10,280 Closed
Tudor Investment Corp
1909
Tudor Investment Corp
Connecticut
-$844K -9,093 Closed
TSS
1910
Two Sigma Securities
New York
-$818K -8,808 Closed
WCF
1911
West Coast Financial
California
-$738K -7,951 Closed
Amundi
1912
Amundi
France
-$693K -7,468 Closed
MWM
1913
Moulton Wealth Management
Washington
-$638K -6,875 Closed
Millennium Management
1914
Millennium Management
New York
-$605K -6,519 Closed
EWA
1915
ERTS Wealth Advisors
Michigan
-$565K -6,086 Closed
YIH
1916
Y-Intercept (HK)
Hong Kong
-$517K -5,569 Closed
BMWM
1917
Brown Miller Wealth Management
Virginia
-$510K -5,498 Closed
ACP
1918
Aveo Capital Partners
Colorado
-$511K -5,293 Closed
MA
1919
Mosaic Advisors
Texas
-$456K -4,912 Closed
AFA
1920
Arlington Financial Advisors
California
-$408K -4,396 Closed
RA
1921
Ruggaard & Associates
Ohio
-$377K -4,059 Closed
SWM
1922
Shakespeare Wealth Management
Wisconsin
-$361K -3,884 Closed
T. Rowe Price Associates
1923
T. Rowe Price Associates
Maryland
-$356K -3,836 Closed
NCTC
1924
New Covenant Trust Company
Indiana
-$352K -3,801 Closed
MF
1925
Montis Financial
Massachusetts
-$347K -3,741 Closed

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.