iShares S&P 500 BuyWrite ETF

IVVW • BATS

iShares S&P 500 BuyWrite ETF is an exchange-traded fund on BATS. As of Q3 2025, 14 institutional investors hold shares in this ETF, with total holdings valued at $161.1M. SUMITOMO LIFE INSURANCE CO is the largest holder with a position valued at $141.1M.

Overview

Overview of institutional ownership in IVVW as of Q3 2025

All Institutions

Institutions: 14
Value Held: $161.1M
Shares Held: 3.5M
Avg Position: $11.5M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in IVVW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S SUMITOMO LIFE INSURANCE CO Institution	-	$141.1M 4.38% of portfolio	3.0M shares	Q2 2025 Held for 5 months	$3.2B
A Advisor Group Holdings, Inc. Institution	-	$4.8M 0.01% of portfolio	104.3K shares	Q3 2024 Held for 1y 2m	$71.0B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$4.2M 0.01% of portfolio	89.4K shares	Q2 2024 Held for 1y 5m	$46.5B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$3.7M 0.00% of portfolio	80.3K shares	Q2 2024 Held for 1y 5m	$85.4B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$1.9M 0.00% of portfolio	41.0K shares	Q3 2025 Held for 2 months	$71.1B
Retirement Planning Group RIA/Wealth	David M Kopyc President	$1.8M 0.06% of portfolio	37.7K shares	Q2 2025 Held for 5 months	$2.9B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$1.3M 0.00% of portfolio	28.1K shares	Q2 2024 Held for 1y 5m	$341.99B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$796.7K 0.00% of portfolio	17.1K shares	Q1 2024 Held for 1y 8m	$67.9B
I Insight Wealth Strategies, LLC RIA/Wealth	Donald Dean Mccormick CCO	$760.7K 0.09% of portfolio	16.3K shares	Q1 2025 Held for 8 months	$847.4M
O OLD MISSION CAPITAL LLC Institution	-	$438.3K 0.02% of portfolio	9.4K shares	Q1 2025 Held for 8 months	$2.4B

Net Capital Flow

Institutional buying and selling activity for IVVW in Q3 2025

Net Flow: +$327.1K
Buyers: 7
Sellers: 7
Total Bought: +$6.7M
Total Sold: −$6.4M
Avg Position: $10.6M

Biggest Buyers

Institution	Net Bought	Current Position
A Advisor Group Holdings, Inc. Institution	+$4.3M +93.0K shares	$4.8M 104.3K shares
Retirement Planning Group RIA/Wealth	+$1.5M +32.6K shares	$1.8M 37.7K shares
I Insight Wealth Strategies, LLC RIA/Wealth	+$280.5K +6.0K shares	$760.7K 16.3K shares
Cetera Investment Advisers RIA/Wealth	+$266.0K +5.7K shares	$3.7M 80.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$229.4K +4.9K shares	$796.7K 17.1K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$47.8K +1.0K shares	$1.3M 28.1K shares
Janney Montgomery Scott LLC RIA/Wealth	+$46.6K +1.0K shares	$258.5K 5.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$3.7M −80.0K shares	Sold Off 0 shares
G Granite Bay Wealth Management, LLC RIA/Wealth	−$2.0M −42.8K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$398.1K −8.7K shares	Sold Off 0 shares
Samalin Investment Counsel, LLC RIA/Wealth	−$201.2K −4.4K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$92.8K −2.0K shares	$438.3K 9.4K shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$21.3K −458.0 shares	$4.2M 89.4K shares
Park Square Financial Group, LLC RIA/Wealth	−$2.2K −48.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IVVW in Q3 2025

New Positions: 3
New Value: $1.9M
Exited Positions: 5
Exited Value: $6.2M

New Positions

Institution	Position Value
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	$1.9M 41.0K shares
Sunbelt Securities, Inc. RIA/Wealth	$6.6K 142.0 shares
Smartleaf Asset Management LLC Long Only Manager	$790.0 17.0 shares

Exited Positions

Institution	Previous Position
B BlackRock, Inc. Institution	$3.7M 80.0K shares
G Granite Bay Wealth Management, LLC RIA/Wealth	$2.0M 42.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$398.1K 8.7K shares
Samalin Investment Counsel, LLC RIA/Wealth	$201.2K 4.4K shares
Park Square Financial Group, LLC RIA/Wealth	$2.2K 48.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IVVW as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IVVW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SUMITOMO LIFE INSURANCE CO Institution	-	4.38% $141.1M	3.0M shares	Q2 2025 Held for 5 months	$3.2B
I Insight Wealth Strategies, LLC RIA/Wealth	Donald Dean Mccormick CCO	0.09% $760.7K	16.3K shares	Q1 2025 Held for 8 months	$847.4M
Retirement Planning Group RIA/Wealth	David M Kopyc President	0.06% $1.8M	37.7K shares	Q2 2025 Held for 5 months	$2.9B
O OLD MISSION CAPITAL LLC Institution	-	0.02% $438.3K	9.4K shares	Q1 2025 Held for 8 months	$2.4B
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	0.01% $4.2M	89.4K shares	Q2 2024 Held for 1y 5m	$46.5B
A Advisor Group Holdings, Inc. Institution	-	0.01% $4.8M	104.3K shares	Q3 2024 Held for 1y 2m	$71.0B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	0.00% $3.7M	80.3K shares	Q2 2024 Held for 1y 5m	$85.4B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	0.00% $1.9M	41.0K shares	Q3 2025 Held for 2 months	$71.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $796.7K	17.1K shares	Q1 2024 Held for 1y 8m	$67.9B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	0.00% $258.5K	5.6K shares	Q1 2025 Held for 8 months	$40.0B