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 %
STA
726
Summit Trail Advisors
New York
$2.03M +$2.03M +18,424 New
AIA
727
Accelerate Investment Advisors
California
$2.02M +$144K +1,307 +8%
MCM
728
Manchester Capital Management
Vermont
$1.99M -$96.1K -873 -5%
T
729
Tableaux
Massachusetts
$1.99M +$1.99M +3,198 New
HA
730
Helium Advisors
Washington
$1.98M -$21K -191 -1%
SWA
731
Sax Wealth Advisors
New Jersey
$1.98M +$1.16M +10,572 +142%
SAM
732
Smartleaf Asset Management
Massachusetts
$1.97M +$1.23M +11,243 +166%
VAM
733
Verity Asset Management
North Carolina
$1.96M -$2.26M -20,482 -53%
BFS
734
Burkett Financial Services
South Carolina
$1.95M +$1.21M +10,984 +163%
RCM
735
Raleigh Capital Management
North Carolina
$1.95M -$263K -2,389 -12%
UWPG
736
Ullmann Wealth Partners Group
Florida
$1.95M +$763K +6,932 +64%
EFG
737
Elios Financial Group
Ohio
$1.94M -$786K -7,139 -29%
KWS
738
Keystone Wealth Services
California
$1.94M -$191K -1,735 -9%
FCFC
739
First Commonwealth Financial Corp
Pennsylvania
$1.92M +$411K +3,736 +27%
CAG
740
Crestwood Advisors Group
Massachusetts
$1.92M -$89.2K -810 -4%
ACM
741
Absolute Capital Management
Pennsylvania
$1.91M -$103K -938 -5%
FCAS
742
First Command Advisory Services
Texas
$1.91M -$103K -931 -5%
BC
743
Bowman & Company
Wisconsin
$1.9M -$106K -967 -5%
PIA
744
Perennial Investment Advisors
California
$1.9M -$138K -1,250 -7%
CS
745
Capital Square
Tennessee
$1.9M -$59.7K -539 -3%
DC
746
Davenport & Co
Virginia
$1.89M -$157K -1,428 -8%
FF
747
Finley Financial
Nevada
$1.88M – – –
AC
748
AWM Capital
Arizona
$1.88M – – –
MSWMA
749
Market Street Wealth Management Advisors
Indiana
$1.88M -$8.37K -76 -0.4%
MSA
750
Marino Stram & Associates
Massachusetts
$1.88M +$52.8K +480 +3%
28 29
30
31 32