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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
GL
176
Graypoint LLC
New York
$21.5M -$1.43M -14,216 -6%
PSCM
177
Per Stirling Capital Management
Texas
$21.2M -$10.4M -103,612 -31%
PWA
178
Physician Wealth Advisors
Utah
$20.9M +$1.15M +11,403 +5%
KPWS
179
Kestra Private Wealth Services
Texas
$20.9M +$5.23M +51,839 +30%
WWM
180
Western Wealth Management
Colorado
$20.9M +$170K +1,690 +0.8%
EH
181
Equitable Holdings
New York
$20.8M +$6.47M +64,153 +40%
DWM
182
Dynasty Wealth Management
Florida
$20.7M +$4.82M +47,856 +27%
MFG
183
Merit Financial Group
Georgia
$20.7M -$5.79M -57,406 -21%
AWM
184
Avior Wealth Management
Nebraska
$20.4M -$84.7K -840 -0.4%
BTI
185
Blue Trust Inc
Georgia
$20.4M -$43.8K -434 -0.2%
FAIM
186
Financial Advocates Investment Management
Washington
$19.9M +$4.59M +45,505 +27%
MMA
187
Miracle Mile Advisors
California
$19.9M +$314K +3,114 +1%
P
188
&Partners
Tennessee
$19.8M -$1.32M -13,104 -6%
SAF
189
Smith Anglin Financial
Texas
$19.6M -$3.28M -32,503 -13%
KFSC
190
Keystone Financial Services (Colorado)
Colorado
$19.6M +$434K +4,307 +2%
BCM
191
Brookstone Capital Management
Illinois
$19.5M +$709K +7,035 +3%
GIA
192
GHP Investment Advisors
Colorado
$19.4M -$382K -3,793 -2%
SWM
193
Spire Wealth Management
Virginia
$19.1M +$211K +2,089 +1%
AWMG
194
ADG Wealth Management Group
Louisiana
$19.1M -$280K -2,780 -1%
SFS
195
Sharp Financial Services
Pennsylvania
$19M +$15.1M +149,686 +273%
YCG
196
Yeomans Consulting Group
Georgia
$19M +$20.6M +204,453 New
KFS
197
Kelly Financial Services
Massachusetts
$18.6M +$700K +6,943 +4%
GPA
198
Guidance Point Advisors
Massachusetts
$18.4M +$148K +1,472 +0.7%
CAL
199
Capital Analysts LLC
Pennsylvania
$18.4M +$1.12M +11,123 +6%
SEI Investments
200
SEI Investments
Pennsylvania
$18.3M -$1.03M -10,177 -5%

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.