IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,845 hedge funds and large institutions have $44.3B invested in iShares S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 562 increasing their positions, 752 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+40
Holders Change %
+2.22%
% of All Funds
24.73%
Holding in Top 10
194
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.74%
% of All Funds
2.6%
New
150
Increased
562
Reduced
752
Closed
78
Calls
$26.7M
Puts
$9.89M
Net Calls
+$16.8M
Net Calls Change
+$9.92M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$374M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$144M
3
Morgan Stanley
Morgan Stanley
New York
+$116M
4
Two Sigma Investments
Two Sigma Investments
New York
+$64M
5
EWA
EP Wealth Advisors
California
+$62.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$298M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$190M
3
HNB
Huntington National Bank
Ohio
-$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$97.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
326
Maia Wealth
Colorado
$10.3M -$2.41M -21,933 -19%
SQA
327
Simon Quick Advisors
New Jersey
$10.2M -$301K -2,732 -3%
RSWM
328
Robertson Stephens Wealth Management
California
$10.2M -$5.5M -49,954 -35%
AQR Capital Management
329
AQR Capital Management
Connecticut
$10.2M +$2.81M +25,561 +38%
HI
330
Harbour Investments
Wisconsin
$10.2M -$1.19M -10,848 -10%
NWAG
331
Net Worth Advisory Group
Utah
$10.1M +$8.93M +81,068 +770%
AA
332
Ancora Advisors
Ohio
$9.98M +$678K +6,159 +7%
RAS
333
RPS Advisory Solutions
Kentucky
$9.94M +$8.95M +81,287 +904%
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$9.81M -$249K -2,260 -2%
VPP
335
Vertex Planning Partners
Illinois
$9.79M -$2.06M -18,696 -17%
WFA
336
Wellspring Financial Advisors
Ohio
$9.72M +$221K +2,009 +2%
CFA
337
Camarda Financial Advisors
Florida
$9.7M -$16.5M -149,809 -63%
TFG
338
Tilson Financial Group
New Jersey
$9.54M +$977K +8,871 +11%
CI
339
Conning Inc
Connecticut
$9.5M +$4.61M +41,906 +94%
EPA
340
Element Pointe Advisors
Florida
$9.43M – – –
CCM
341
Coldstream Capital Management
Washington
$9.37M -$742K -6,740 -7%
SWM
342
SigFig Wealth Management
California
$9.3M -$1.05M -9,561 -10%
WFAG
343
Wescott Financial Advisory Group
Pennsylvania
$9.28M +$275K +2,500 +3%
NG
344
Norden Group
Utah
$9.24M -$17.3M -156,902 -65%
FNBT
345
FineMark National Bank & Trust
Florida
$9.24M -$137K -1,247 -1%
QPWM
346
Quadrant Private Wealth Management
Pennsylvania
$9.14M +$688K +6,252 +8%
AR
347
Apeiron RIA
Texas
$9.12M +$680K +6,174 +8%
VAS
348
Vestmark Advisory Solutions
Massachusetts
$9.07M -$6.12M -55,574 -40%
HWM
349
Hobbs Wealth Management
Indiana
$9.06M -$1.37M -12,409 -13%
CF
350
Centaurus Financial
California
$8.94M -$5.46M -49,553 -38%
12 13
14
15 16