IVW icon

iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,844 hedge funds and large institutions have $44.2B 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, 751 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,844
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
24.72%
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
751
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 %
NWA
701
Navis Wealth Advisors
New York
$2.18M +$301K +2,737 +16%
MWM
702
Marietta Wealth Management
Georgia
$2.17M – – –
KFAA
703
Klaas Financial Asset Advisors
Illinois
$2.17M -$42.5K -386 -2%
APC
704
Aspire Private Capital
North Carolina
$2.17M -$111K -1,009 -5%
OAS
705
Optivise Advisory Services
Tennessee
$2.17M +$769K +6,982 +55%
BFA
706
Beacon Financial Advisory
Ohio
$2.16M -$43.2K -392 -2%
FCH
707
Freestone Capital Holdings
Washington
$2.15M -$53.5K -486 -2%
CFO
708
Custos Family Office
Texas
$2.14M -$77.2K -701 -3%
WT
709
Whittier Trust
California
$2.14M -$62.4K -567 -3%
AIS
710
American Investment Services
Massachusetts
$2.1M -$390K -3,545 -16%
HFS
711
Heritage Financial Services
Massachusetts
$2.1M +$60.2K +547 +3%
LL
712
LPWM LLC
Minnesota
$2.1M -$49.9K -453 -2%
CRC
713
Curi RMB Capital
Illinois
$2.1M +$1.51M +13,732 +258%
TI
714
Truepoint Inc
Ohio
$2.08M -$1.66M -15,109 -44%
HP
715
Holistic Planning
Texas
$2.08M +$39.5K +359 +2%
HIS
716
Harvest Investment Services
Illinois
$2.07M -$235K -2,137 -10%
AWA
717
Alta Wealth Advisors
Massachusetts
$2.06M -$135K -1,223 -6%
WH
718
Whitcomb & Hess
Ohio
$2.06M +$96.2K +874 +5%
EPP
719
ETF Portfolio Partners
Kansas
$2.05M -$29.9K -272 -1%
BCM
720
Becker Capital Management
Oregon
$2.05M – – –
LGW
721
Leslie Global Wealth
Illinois
$2.04M +$1.04M +9,462 +104%
CWS
722
Confluence Wealth Services
Pennsylvania
$2.04M -$551 -5 -0%
CPIA
723
Cornell Pochily Investment Advisors
New York
$2.04M +$330 +3 +0%
BHBT
724
Burke & Herbert Bank & Trust
Virginia
$2.03M -$27.5K -250 -1%
STA
725
Summit Trail Advisors
New York
$2.03M +$2.03M +18,424 New
27 28
29
30 31