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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,804 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 104 funds opening new positions, 651 increasing their positions, 698 reducing their positions, and 102 closing their positions.

Holders
1,804
Holders Change
-41
Holders Change %
-2.22%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.53%
% of All Funds
2.54%
New
104
Increased
651
Reduced
698
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.46B
2
SW
2
SoFi Wealth
California
$172M
3
LPL Financial
3
LPL Financial
California
$1.76B
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$105M
5
FDP
5
Financiere des Professionnels
Quebec, Canada
$65.9M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$416M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$415M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.07B
5
Wells Fargo
5
Wells Fargo
California
$1.44B
Name Market Value Shares Shares
Change 		Shares
Change %
BEC
151
Blue Edge Capital
Virginia
$24.5M 263,432 +13,472 +5%
CFA
152
Cahill Financial Advisors
Minnesota
$24.3M 262,034 -1,198 -0.5%
AIP
153
Ameritas Investment Partners
Nebraska
$24.3M 261,829 -1,048 -0.4%
IC
154
IEQ Capital
California
$24.3M 261,313 +109,051 +72%
SWP
155
ShoreHaven Wealth Partners
New Jersey
$24.1M 259,781 +18,586 +8%
TSW
156
Three Seasons Wealth
Utah
$24M 258,582 +252,133 +3,910%
TPCW
157
TD Private Client Wealth
New York
$23.9M 257,609 -64,020 -20%
ASN
158
Advisory Services Network
Georgia
$23.6M 254,495 +3,099 +1%
SFA
159
Sequoia Financial Advisors
Ohio
$23.2M 250,312 +75,819 +43%
DSA
160
Droms Strauss Advisors
Missouri
$23.1M 249,274 +995 +0.4%
GIA
161
Gladstone Institutional Advisory
Florida
$23M 248,295 +7,182 +3%
SC
162
Saiph Capital
New Jersey
$22.9M 246,723 -11,986 -5%
LWM
163
Liberty Wealth Management
California
$22.6M 243,834 +12,499 +5%
KL
164
KWMG LLC
Kansas
$22.5M 242,368 -6,392 -3%
CAG
165
Csenge Advisory Group
Florida
$22.5M 253,869 -4,184 -2%
SG
166
StoneX Group
New York
$22.4M 241,418 +3,179 +1%
NG
167
Norden Group
Utah
$22.4M 240,817 +164,165 +214%
DA
168
Detalus Advisors
Missouri
$22.3M 239,917 +27 +0%
AWM
169
Apollon Wealth Management
South Carolina
$22.2M 239,673 +88,241 +58%
MC
170
McMorgan & Co
California
$22.2M 238,867 +1,929 +0.8%
JWCA
171
J.W. Cole Advisors
Florida
$22.1M 238,202 -9,172 -4%
CFA
172
Camarda Financial Advisors
Florida
$22.1M 237,905 +101,844 +75%
OWA
173
One Wealth Advisors
California
$22.1M 237,552 -242 -0.1%
SFI
174
SPC Financial Inc
Maryland
$21.7M 233,641 -3,299 -1%
GL
175
Graypoint LLC
New York
$21.5M 231,288 -14,216 -6%
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