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 %
BRWA
376
B. Riley Wealth Advisors
Florida
$7.87M +$7.87M +71,479 New
IAN
377
Integrated Advisors Network
Texas
$7.86M -$4.63M -42,025 -37%
PWAC
378
Private Wealth Advisors (California)
California
$7.85M +$661 +6 +0%
PAS
379
PKS Advisory Services
New York
$7.79M -$29.1K -264 -0.4%
GWP
380
Gen-Wealth Partners
Michigan
$7.73M -$930K -8,443 -11%
AAS
381
Ameritas Advisory Services
Nebraska
$7.64M -$10.5M -95,065 -58%
AEPWM
382
Atlantic Edge Private Wealth Management
Florida
$7.6M +$5.9M +53,618 +349%
SPAS
383
Spectrum Planning & Advisory Services
California
$7.51M -$2.35M -21,338 -24%
OWCM
384
One Wealth Capital Management
Arizona
$7.5M -$643K -5,837 -8%
GIM
385
Goelzer Investment Management
Indiana
$7.5M +$47.6K +432 +0.6%
MOS
386
MGO One Seven
Ohio
$7.45M +$5.77M +52,401 +342%
FWP
387
Firethorn Wealth Partners
Georgia
$7.44M -$892K -8,106 -11%
TPWA
388
Twin Peaks Wealth Advisors
California
$7.43M +$252K +2,173 +4%
TWM
389
Tradition Wealth Management
Minnesota
$7.43M -$1.42M -12,923 -16%
SGWM
390
Sterling Group Wealth Management
California
$7.42M -$3.94M -35,748 -35%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$7.38M -$267K -2,427 -3%
BNP Paribas Financial Markets
392
BNP Paribas Financial Markets
France
$7.38M -$11.8M -107,482 -62%
AG
393
AlTi Global
New York
$7.33M -$94.7K -860 -1%
SC
394
Sapient Capital
Indiana
$7.33M -$4.29K -39 -0.1%
TNBTD
395
Trustmark National Bank Trust Department
Mississippi
$7.32M – – –
EPW
396
Endeavor Private Wealth
Kansas
$7.32M -$116K -1,058 -2%
CFG
397
Cosner Financial Group
Colorado
$7.3M +$502K +4,564 +7%
ACA
398
Ascension Capital Advisors
Texas
$7.3M -$2.57M -23,326 -26%
WP
399
WealthPLAN Partners
Nebraska
$7.28M +$87K +790 +1%
BFG
400
Bleakley Financial Group
New Jersey
$7.21M +$173K +1,572 +2%
14 15
16
17 18