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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
Jennison Associates
1926
Jennison Associates
New York
-$336K -3,616 Closed
Balyasny Asset Management
1927
Balyasny Asset Management
Illinois
-$320K -3,449 Closed
EP
1928
Edgestream Partners
New Jersey
-$310K -3,339 Closed
KFG
1929
Kingdom Financial Group
Arizona
-$301K -3,240 Closed
RRWA
1930
Rainey & Randall Wealth Advisors
Florida
-$293K -3,158 Closed
GWM
1931
Gibbs Wealth Management
Georgia
-$291K -3,137 Closed
VWS
1932
Virtus Wealth Solutions
New Jersey
-$283K -3,050 Closed
YCM
1933
Yousif Capital Management
Michigan
-$255K -2,750 Closed
NC
1934
NovaPoint Capital
Georgia
-$254K -2,740 Closed
CIBC World Market
1935
CIBC World Market
Ontario, Canada
-$246K -2,655 Closed
FFS
1936
Fischer Financial Services
Pennsylvania
-$241K -2,600 Closed
MCM
1937
Maple Capital Management
Vermont
-$236K -2,546 Closed
PMWMG
1938
Parr McKnight Wealth Management Group
Minnesota
-$228K -2,457 Closed
CCC
1939
Compass Capital Corp
Massachusetts
-$214K -2,448 Closed
UFA
1940
Uptown Financial Advisors
Texas
-$226K -2,430 Closed
GS
1941
GTS Securities
New York
-$220K -2,372 Closed
NPFS
1942
Novak & Powell Financial Services
Florida
-$385K -1,952 Closed
SIS
1943
Strategic Investment Solutions
Illinois
-$168K -1,805 Closed
CWM
1944
Compass Wealth Management
Connecticut
-$107K -1,152 Closed
AF
1945
Atala Financial
California
-$99.4K -1,070 Closed
WAOTB
1946
Wealth Advisors of Tampa Bay
Florida
-$80.3K -865 Closed
FFC
1947
First Financial Corp
Indiana
-$74.7K -805 Closed
MIFH
1948
Migdal Insurance & Financial Holdings
Israel
-$74K -800 Closed
NMG
1949
New Millennium Group
Utah
-$60.5K -652 Closed
RWM
1950
Ruedi Wealth Management
Illinois
-$59.7K -643 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.