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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
GWM
201
Geneos Wealth Management
Colorado
$18.3M +$10.3M +102,424 +110%
SWM
202
Scissortail Wealth Management
Oklahoma
$18.2M -$378K -3,749 -2%
CIAS
203
CFS Investment Advisory Services
New Jersey
$18.2M +$740K +7,344 +4%
PFG
204
PAX Financial Group
Texas
$18.1M +$1.06M +10,484 +6%
UB
205
UMB Bank
Missouri
$18M -$591K -5,865 -3%
SWP
206
Sagespring Wealth Partners
Tennessee
$18M +$5.42M +53,751 +38%
WA
207
Wealth Alliance
New York
$17.9M -$3.9M -38,721 -17%
CFB
208
Cullen/Frost Bankers
Texas
$17.6M -$309K -3,068 -2%
FFN
209
Focus Financial Network
Minnesota
$17.5M +$1.97M +19,583 +12%
IFS
210
Ifrah Financial Services
Arkansas
$17.1M -$1M -9,928 -5%
TF
211
Trek Financial
Arizona
$17.1M +$3.51M +34,860 +23%
TWP
212
Triad Wealth Partners
Kansas
$17.1M +$2.95M +29,238 +19%
AFC
213
Adaptive Financial Consulting
Ohio
$17.1M -$1.06M -10,526 -5%
CWS
214
Cypress Wealth Services
California
$16.9M +$1.02M +10,084 +6%
FWP
215
FAS Wealth Partners
Kansas
$16.8M -$728K -7,225 -4%
CAM
216
Cresset Asset Management
Illinois
$16.7M -$1.22M -12,098 -6%
VA
217
VestGen Advisors
Illinois
$16.6M +$18.1M +179,266 New
SS
218
Sunbelt Securities
Texas
$16.6M -$246K -2,437 -1%
CFO
219
Callan Family Office
Pennsylvania
$16.5M +$504K +4,997 +3%
CFG
220
Citizens Financial Group
Rhode Island
$16.4M -$2.25M -22,327 -11%
OAP
221
One Advisory Partners
Kansas
$16.3M +$632K +6,269 +4%
BNP Paribas Financial Markets
222
BNP Paribas Financial Markets
France
$16.2M +$8.56M +84,959 +95%
FHC
223
First Heartland Consultants
Missouri
$16.2M +$1,000K +9,917 +6%
MCM
224
M1 Capital Management
Michigan
$16M -$1.9M -18,895 -10%
AAS
225
Ameritas Advisory Services
Nebraska
$16M -$1.9M -18,812 -10%

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.