IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,805 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 651 increasing their positions, 699 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-42
Holders Change %
-2.27%
% of All Funds
24.52%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.54%
New
103
Increased
651
Reduced
699
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M
2
SW
SoFi Wealth
California
+$168M
3
LPL Financial
LPL Financial
California
+$91.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$69.4M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$65.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$309M
2
HNB
Huntington National Bank
Ohio
-$270M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$129M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$128M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
276
Perkins Coie Trust Company
Washington
$12M -$475K -5,120 -4%
SL
277
SWMG LLC
Texas
$11.9M -$21.1K -224 -0.2%
WGC
278
Watts Gwilliam & Co
Arizona
$11.9M +$767K +8,262 +7%
BC
279
Barrett & Company
Rhode Island
$11.8M +$107K +1,158 +0.9%
ATC
280
Argent Trust Co
Tennessee
$11.7M +$83.1K +895 +0.7%
SC
281
Savant Capital
Illinois
$11.6M +$145K +1,559 +1%
WAL
282
W Advisors LLC
Tennessee
$11.6M +$21.6K +233 +0.2%
CA
283
Centerpoint Advisors
Massachusetts
$11.5M -$68.5K -738 -0.6%
AllianceBernstein
284
AllianceBernstein
Tennessee
$11.4M +$490K +5,278 +4%
SEM
285
Strategic Equity Management
Arizona
$11.3M +$614K +6,616 +6%
KOC
286
Koss-Olinger Consulting
Florida
$11.3M +$101K +1,083 +0.9%
NB
287
Nicolet Bankshares
Wisconsin
$11.3M -$38.7K -417 -0.3%
CFS
288
Commonwealth Financial Services
West Virginia
$11.3M -$626K -6,741 -5%
UBV
289
United Bank (Virginia)
Virginia
$11M +$336K +3,619 +3%
WJA
290
Willis Johnson & Associates
Texas
$11M -$449K -4,839 -4%
EFG
291
Ehrlich Financial Group
California
$11M -$809K -8,720 -7%
FGWP
292
Founders Grove Wealth Partners
Virginia
$11M +$777K +8,371 +8%
CI
293
CX Institutional
Indiana
$10.9M +$453K +4,876 +4%
MFA
294
Mayflower Financial Advisors
Massachusetts
$10.9M +$293K +3,156 +3%
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$10.8M -$31.7K -342 -0.3%
ACM
296
Ascent Capital Management
Oregon
$10.8M +$244K +2,627 +2%
EWA
297
EP Wealth Advisors
California
$10.7M -$61.4K -661 -0.6%
MFG
298
Midwest Financial Group
Kansas
$10.7M +$355K +3,823 +3%
PAMG
299
Patton Albertson Miller Group
Tennessee
$10.7M +$830K +8,945 +8%
WWA
300
WCG Wealth Advisors
Nevada
$10.6M -$486K -5,235 -4%
10 11
12
13 14