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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
CFB
201
Cullen/Frost Bankers
Texas
$20.9M -$42.7K -431 -0.2%
KFS
202
Kelly Financial Services
Massachusetts
$20.5M -$1.41M -14,241 -7%
DWM
203
Dynasty Wealth Management
Florida
$20.4M -$3.71M -37,531 -17%
UB
204
UMB Bank
Missouri
$20.3M -$934K -9,437 -5%
KFSC
205
Keystone Financial Services (Colorado)
Colorado
$20.1M -$2.79M -28,168 -13%
FWP
206
FAS Wealth Partners
Kansas
$20.1M +$93.2K +942 +0.5%
IFS
207
Ifrah Financial Services
Arkansas
$20M -$257K -2,598 -1%
CIAS
208
CFS Investment Advisory Services
New Jersey
$19.8M -$1.55M -15,693 -8%
PFG
209
PAX Financial Group
Texas
$19.8M -$1.51M -15,229 -8%
CFO
210
Callan Family Office
Pennsylvania
$19.6M +$82.5K +834 +0.5%
TF
211
Trek Financial
Arizona
$19.6M -$642K -6,484 -4%
EH
212
Equitable Holdings
New York
$19.4M -$4.78M -48,291 -22%
SIC
213
Sterling Investment Counsel
New York
$19.3M -$11.9M -120,598 -41%
VA
214
VestGen Advisors
Illinois
$19.3M -$975K -9,853 -5%
TWP
215
Triad Wealth Partners
Kansas
$19.2M -$952K -9,622 -5%
AFC
216
Adaptive Financial Consulting
Ohio
$19.2M -$964K -9,739 -5%
CA
217
CoreCap Advisors
Michigan
$19.1M +$3.55M +35,843 +26%
ISWM
218
Independent Solutions Wealth Management
New York
$18.9M +$127K +1,288 +0.8%
OAP
219
One Advisory Partners
Kansas
$18.8M -$892K -9,009 -5%
MAFA
220
MJT & Associates Financial Advisory
Minnesota
$18.7M +$459K +4,635 +3%
SAM
221
Silvercrest Asset Management
New York
$18.7M -$24.7K -250 -0.1%
CAM
222
Cresset Asset Management
Illinois
$18.6M -$1.08M -10,960 -6%
Asset Management One
223
Asset Management One
Japan
$18.5M +$16.6M +167,800 New
SS
224
Sunbelt Securities
Texas
$18.4M +$244K +2,469 +1%
MWP
225
Meridian Wealth Partners
Pennsylvania
$18.1M -$16.7K -169 -0.1%

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.