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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
SFI
176
SPC Financial Inc
Maryland
$25.2M -$479K -4,843 -2%
IA
177
Integrity Alliance
Iowa
$25.2M -$13.9M -140,202 -38%
KPWS
178
Kestra Private Wealth Services
Texas
$25.2M +$372K +3,755 +2%
SFS
179
Sharp Financial Services
Pennsylvania
$25.1M +$2.35M +23,728 +12%
PSCM
180
Per Stirling Capital Management
Texas
$24.8M -$273K -2,757 -1%
AIP
181
Ameritas Investment Partners
Nebraska
$24.7M -$3.67M -37,127 -14%
WA
182
Wealth Alliance
New York
$24.6M +$2.95M +29,761 +15%
SG
183
StoneX Group
New York
$24.5M -$1.85M -18,709 -8%
SC
184
Saiph Capital
New Jersey
$24.4M -$2.46M -24,898 -10%
WWM
185
Western Wealth Management
Colorado
$24.4M -$288K -2,914 -1%
AWM
186
Avior Wealth Management
Nebraska
$24.4M +$181K +1,830 +0.8%
AAP
187
Arax Advisory Partners
Colorado
$23.9M +$17.6M +177,465 +1,094%
MMA
188
Miracle Mile Advisors
California
$23.8M +$207K +2,093 +1%
BCM
189
Brookstone Capital Management
Illinois
$23.7M +$450K +4,550 +2%
OWA
190
One Wealth Advisors
California
$23.4M -$2.52M -25,457 -11%
GIA
191
GHP Investment Advisors
Colorado
$22.8M -$236K -2,383 -1%
FFA
192
Farther Finance Advisors
California
$22.7M -$16.1M -162,221 -44%
SWM
193
Spire Wealth Management
Virginia
$22.2M -$436K -4,406 -2%
CFG
194
Citizens Financial Group
Rhode Island
$21.9M +$2.19M +22,078 +12%
GPA
195
Guidance Point Advisors
Massachusetts
$21.8M -$75.6K -764 -0.4%
SWM
196
Scissortail Wealth Management
Oklahoma
$21.7M +$122K +1,230 +0.6%
APP
197
Avantax Planning Partners
Iowa
$21.6M +$3.1M +31,347 +19%
SEI Investments
198
SEI Investments
Pennsylvania
$21.3M -$349K -3,531 -2%
PWA
199
Physician Wealth Advisors
Utah
$21.1M -$3.37M -34,025 -15%
BTI
200
Blue Trust Inc
Georgia
$20.9M -$2.93M -29,594 -13%

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.