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 %
TFA
1826
Toth Financial Advisory
Virginia
$11.5K -$9.36K -85 -45%
FDW
1827
Fourth Dimension Wealth
Ohio
$11K – – –
MHR
1828
Matthew Hamilton Rosenberg
$9.69K – – –
MSWA
1829
Marshall & Sterling Wealth Advisors
New York
$9.5K +$109 +1 +1%
MBFW
1830
Morton Brown Family Wealth
Pennsylvania
$9.03K – – –
FGC
1831
Financial Gravity Companies
Texas
$8.92K +$8.92K +81 New
GWM
1832
Grand Wealth Management
Michigan
$8.34K -$8.01K -73 -49%
FLFS
1833
Family Legacy Financial Solutions
North Carolina
$8.23K +$8.23K +74 New
HHGA
1834
Halbert Hargrove Global Advisors
California
$7.82K – – –
MDA
1835
Minot DeBlois Advisors
Massachusetts
$7.16K – – –
PAG
1836
Paladin Advisory Group
Iowa
$7.16K +$3.52K +32 +97%
WB
1837
Webster Bank
Connecticut
$5.4K – – –
TC
1838
Trust Company
Kansas
$5.29K – – –
HR
1839
Howe & Rusling
New York
$4.83K – – –
NFSG
1840
Newbridge Financial Services Group
Florida
$4.4K -$10.1K -92 -70%
FS
1841
Financially Speaking
Colorado
$3.74K – – –
DFA
1842
DHJJ Financial Advisors
Illinois
$3.08K – – –
NC
1843
North Capital
Utah
$2.78K – – –
HT
1844
Headlands Technologies
Illinois
$1.65K -$205K -1,865 -99%
IHWM
1845
Iron Horse Wealth Management
Iowa
$1.32K – – –
AIM
1846
Arcadia Investment Management
Michigan
$1.1K – – –
VNA
1847
Valley National Advisers
Pennsylvania
$1K – – –
1NWS
1848
1 North Wealth Services
Maryland
$40 -$33 – –
TC
1849
TownSquare Capital
Utah
– -$31.9M -343,167 Closed
YCG
1850
Yeomans Consulting Group
Georgia
– -$19M -204,453 Closed
72 73
74
75 76