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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.46B +$237M +2,350,072 +5%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.07B -$108M -1,069,243 -2%
Morgan Stanley
3
Morgan Stanley
New York
$3.06B +$31.2M +309,310 +0.9%
LPL Financial
4
LPL Financial
California
$1.76B +$99.7M +988,955 +6%
Bank of America
5
Bank of America
North Carolina
$1.75B +$27.5M +272,559 +1%
Wells Fargo
6
Wells Fargo
California
$1.44B -$108M -1,067,265 -6%
UBS Group
7
UBS Group
Switzerland
$831M -$30.1M -298,805 -3%
Ameriprise
8
Ameriprise
Minnesota
$738M -$2.39M -23,690 -0.3%
Stifel Financial
9
Stifel Financial
Missouri
$658M +$11.6M +114,990 +2%
Goldman Sachs
10
Goldman Sachs
New York
$616M +$28.2M +279,859 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$510M +$1.37M +13,597 +0.2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$499M -$292K -2,899 -0.1%
BlackRock
13
BlackRock
New York
$454M +$25.8M +255,898 +6%
M&T Bank
14
M&T Bank
New York
$419M -$12.2M -121,063 -3%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$416M -$140M -1,391,148 -24%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$415M -$139M -1,381,218 -24%
Raymond James Financial
17
Raymond James Financial
Florida
$403M -$15.7M -155,645 -3%
PAS
18
Park Avenue Securities
New York
$366M +$12.6M +125,442 +3%
Mariner
19
Mariner
Kansas
$340M -$602K -5,967 -0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$328M +$14.8M +147,169 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$322M +$25.5M +253,383 +8%
MML Investors Services
22
MML Investors Services
Massachusetts
$308M +$28.6M +283,241 +9%
Lido Advisors
23
Lido Advisors
California
$298M +$8.6M +85,339 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$297M -$28.4M -282,149 -8%
RFC
25
Regions Financial Corp
Alabama
$258M -$4.18M -41,475 -1%

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.