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
24.51%
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 %
CWMK
976
Caliber Wealth Management (Kansas)
Kansas
$881K +$881K +9,486 New
WS
977
Wedbush Securities
California
$879K +$390K +4,206 +80%
CB
978
CNB Bank
Pennsylvania
$873K – – –
ODIJL
979
One Day In July LLC
Vermont
$870K -$23K -248 -3%
JWBC
980
J.W. Burns & Co
New York
$869K – – –
BIA
981
Beacon Investment Advisors
Maryland
$867K +$867K +9,341 New
PWS
982
Proactive Wealth Strategies
Georgia
$867K +$6.59K +71 +0.8%
CWA
983
Consilio Wealth Advisors
Washington
$865K -$26K -280 -3%
GC
984
Garde Capital
Washington
$864K – – –
CGA
985
Crescent Grove Advisors
Illinois
$862K – – –
AWM
986
Atticus Wealth Management
Florida
$856K -$34.1K -367 -4%
TWC
987
TD Waterhouse Canada
Ontario, Canada
$856K -$128K -1,369 -13%
FTWA
988
Fifth Third Wealth Advisors
Ohio
$856K +$235K +2,536 +38%
SIC
989
Sigma Investment Counselors
Michigan
$855K -$9.28K -100 -1%
PPA
990
Pacific Point Advisors
California
$854K – – –
TPW
991
TL Private Wealth
Texas
$853K +$17.5K +211 +2%
AWA
992
Aaron Wealth Advisors
Illinois
$853K -$6.22K -67 -0.7%
VP
993
Verum Partners
North Carolina
$851K -$2.41K -26 -0.3%
BWL
994
Bogart Wealth LLC
Virginia
$846K +$4.46K +48 +0.5%
LGW
995
Leslie Global Wealth
Illinois
$845K -$63.5K -684 -7%
Tudor Investment Corp
996
Tudor Investment Corp
Connecticut
$844K +$844K +9,093 New
JFA
997
JNBA Financial Advisors
Minnesota
$844K -$4.46K -48 -0.5%
NFP
998
NorthLanding Financial Partners
New York
$841K -$8.45K -91 -1%
SFMG
999
Sage Financial Management Group
Virginia
$841K -$5.94K -64 -0.7%
RWM
1000
Rockwood Wealth Management
Pennsylvania
$841K -$37K -399 -4%
38 39
40
41 42