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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5B -$268M -2,702,664 -6%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.67B -$142M -1,430,903 -3%
Morgan Stanley
3
Morgan Stanley
New York
$3.74B +$104M +1,053,988 +3%
Bank of America
4
Bank of America
North Carolina
$2.06B -$13.3M -134,006 -0.7%
LPL Financial
5
LPL Financial
California
$2.05B -$29.7M -300,393 -2%
Wells Fargo
6
Wells Fargo
California
$1.71B +$3.91M +39,488 +0.3%
UBS Group
7
UBS Group
Switzerland
$973M -$11.3M -114,464 -1%
Ameriprise
8
Ameriprise
Minnesota
$936M +$54.2M +547,663 +7%
Stifel Financial
9
Stifel Financial
Missouri
$785M +$4.27M +43,144 +0.6%
Goldman Sachs
10
Goldman Sachs
New York
$700M -$28M -283,329 -4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$613M +$7.57M +76,455 +1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$577M -$13.1M -132,811 -2%
BlackRock
13
BlackRock
New York
$501M -$33.6M -339,174 -7%
Raymond James Financial
14
Raymond James Financial
Florida
$469M -$8.69M -87,757 -2%
M&T Bank
15
M&T Bank
New York
$468M -$25.6M -259,127 -6%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$412M -$72.1M -728,351 -16%
PAS
17
Park Avenue Securities
New York
$399M -$31.1M -314,711 -8%
Mariner
18
Mariner
Kansas
$398M -$4.51M -45,560 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$396M +$6.59M +66,596 +2%
Lido Advisors
20
Lido Advisors
California
$376M +$20.3M +205,322 +6%
Fidelity International
21
Fidelity International
Bermuda
$374M +$337M +3,401,028 New
MML Investors Services
22
MML Investors Services
Massachusetts
$367M +$1.37M +13,849 +0.4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$362M -$17.9M -180,431 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$349M -$2.48M -25,048 -0.8%
RFC
25
Regions Financial Corp
Alabama
$307M +$793K +8,015 +0.3%

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.