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 %
LG
1251
LaFleur & Godfrey
Michigan
$449K -$23.8K -256 -5%
FB
1252
Fulton Bank
Pennsylvania
$449K -$194K -2,089 -30%
IWS
1253
Insight Wealth Strategies
California
$449K +$557 +6 +0.1%
DFG
1254
Dynamic Financial Group
Iowa
$449K +$186 +2 +0%
PW
1255
PUREfi Wealth
Massachusetts
$445K +$37.5K +404 +9%
FOR
1256
Family Office Research
Maryland
$444K -$110K -1,182 -20%
VWA
1257
Visionary Wealth Advisors
Illinois
$443K -$22.4K -241 -5%
BAM
1258
BOS Asset Management
Illinois
$441K – – –
FM
1259
Family Management
New York
$441K – – –
GWA
1260
Genesis Wealth Advisors
Massachusetts
$440K +$128K +1,376 +41%
OCFG
1261
O'Connor Financial Group
Illinois
$440K +$48.8K +526 +12%
AF
1262
Apollon Financial
South Carolina
$440K – – –
AAS
1263
Annex Advisory Services
Wisconsin
$438K +$20.8K +224 +5%
HFS
1264
Howard Financial Services
Texas
$438K +$65.6K +707 +18%
SCM
1265
Seascape Capital Management
New Hampshire
$438K – – –
FF
1266
Francis Financial
$438K -$43.4K -468 -9%
OCM
1267
Objective Capital Management
Ohio
$438K -$1.7M -18,341 -80%
MCM
1268
Morton Capital Management
California
$437K – – –
MCM
1269
Mengis Capital Management
Oregon
$437K – – –
WWM
1270
WT Wealth Management
Arizona
$437K -$28.8K -310 -6%
HCWM
1271
Hidden Cove Wealth Management
Washington
$437K -$2.69K -29 -0.6%
SAM
1272
Summit Asset Management
Tennessee
$436K – – –
PWMAG
1273
Pinnacle Wealth Management Advisory Group
New Jersey
$435K -$165K -1,775 -27%
BTWM
1274
Baker Tilly Wealth Management
Wisconsin
$434K +$35.5K +382 +9%
SFC
1275
Strategic Financial Concepts
Texas
$434K -$3.81K -41 -0.9%
49 50
51
52 53