iShares S&P 500 Growth ETF

IVW • ARCA

iShares S&P 500 Growth ETF is an exchange-traded fund on ARCA. As of Q3 2025, 1,882 institutional investors hold shares in this ETF, with total holdings valued at $48.0B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $5.5B.

Overview

Overview of institutional ownership in IVW as of Q3 2025

All Institutions

Institutions: 1,882
Value Held: $48.0B
Shares Held: 398.0M
Avg Position: $25.5M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 20
Value Held: $170.2M
Shares Held: 1.4M
Avg Position: $8.5M
Median Position: $1.0M

Biggest Investors

Institutions with the largest positions in IVW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$5.5B 1.61% of portfolio	45.6M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$5.0B 0.32% of portfolio	41.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.0B 0.25% of portfolio	33.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$2.3B 0.69% of portfolio	19.5M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$2.2B 0.17% of portfolio	18.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$1.8B 0.37% of portfolio	14.9M shares	Q3 2013 Held for 12y 2m	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	$1.1B 0.21% of portfolio	8.9M shares	Q4 2014 Held for 10y 11m	$511.54B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$1.0B 0.23% of portfolio	8.4M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$864.2M 0.79% of portfolio	7.2M shares	Q1 2014 Held for 11y 8m	$109.37B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$670.1M 0.41% of portfolio	5.6M shares	≤ Q2 2013 Held for 12y 5m+	$164.83B

Net Capital Flow

Institutional buying and selling activity for IVW in Q3 2025

Traded: −$64.1M
Buyers: 717
Sellers: 809
Total Bought: +$1.5B
Total Sold: −$1.6B
Avg Position: $24.8M

Biggest Buyers

Institution	Net Bought	Current Position
M MANUFACTURERES LIFE INSURANCE CO Institution	+$144.8M +1.2M shares	$351.1M 2.9M shares
Cetera Investment Advisers RIA/Wealth	+$130.0M +1.1M shares	$526.6M 4.4M shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$115.4M +955.9K shares	$174.0M 1.4M shares
L LPL Financial LLC Institution	+$100.2M +830.0K shares	$2.3B 19.5M shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$96.5M +799.3K shares	$188.7M 1.6M shares
F FIL Ltd Institution	+$60.0M +497.3K shares	$470.6M 3.9M shares
C CGC Financial Services, LLC RIA/Wealth	+$40.5M +335.9K shares	$40.5M 335.9K shares
Lido Advisors, LLC RIA/Wealth	+$26.7M +221.3K shares	$439.4M 3.6M shares
We Are One Seven, LLC RIA/Wealth	+$23.4M +194.2K shares	$31.6M 261.9K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	+$23.1M +191.0K shares	$33.0M 273.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$222.4M −1.8M shares	$544.9M 4.5M shares
JPMORGAN CHASE & CO Institution	−$125.8M −1.0M shares	$5.0B 41.3M shares
WELLS FARGO & COMPANY/MN Institution	−$76.5M −634.0K shares	$1.8B 14.9M shares
MORGAN STANLEY RIA/Wealth	−$64.5M −534.5K shares	$4.0B 33.5M shares
MIDLAND WEALTH ADVISORS LLC RIA/Wealth	−$55.3M −457.7K shares	$82.1M 680.2K shares
CWM, LLC RIA/Wealth	−$53.5M −443.4K shares	$579.2M 4.8M shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$49.1M −407.1K shares	$113.9M 943.5K shares
Parallel Advisors, LLC RIA/Wealth	−$46.1M −381.7K shares	$11.4M 94.4K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$45.8M −379.3K shares	$388.8M 3.2M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$45.1M −373.9K shares	$107.9M 893.9K shares

Entry and Exit Activity

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

New Positions: 64
New Value: $72.3M
Exited Positions: 56
Exited Value: $82.9M

New Positions

Institution	Position Value
C CGC Financial Services, LLC RIA/Wealth	$40.5M 335.9K shares
F FORMULATE FINANCIAL LLC RIA/Wealth	$5.7M 47.4K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$4.0M 33.5K shares
A4 Wealth Advisors LLC RIA/Wealth	$3.3M 27.3K shares
Berman McAleer LLC RIA/Wealth	$1.3M 11.1K shares
Sonoma Allocations LLC RIA/Wealth	$1.2M 10.4K shares
Frisch Financial Group, Inc. RIA/Wealth	$764.0K 6.3K shares
Rinkey Investments RIA/Wealth	$752.2K 6.2K shares
B Blue Capital, Inc. RIA/Wealth	$746.8K 6.2K shares
BAM Wealth Management, LLC RIA/Wealth	$708.0K 5.9K shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$23.9M 193.7K shares
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	$18.7M 169.5K shares
P Polianta Ltd Institution	$8.6M 77.9K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$6.1M 55.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$4.2M 37.7K shares
Forefront Analytics, LLC RIA/Wealth	$3.0M 27.6K shares
D D. E. Shaw & Co., Inc. Institution	$2.9M 26.1K shares
P Proficio Capital Partners LLC Family Office	$2.3M 1.6M shares
T TABLEAUX LLC Institution	$2.0M 3.2K shares
L Lion Street Advisors, LLC RIA/Wealth	$969.5K 8.8K shares

Options Activity

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

Call Positions: 3
Call Value: $25.2M
Put Positions: 3
Put Value: $17.7M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$13.6M 1.1K contracts
J JANE STREET GROUP, LLC Institution	$6.0M 497.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.6M 467.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.5M 790.0 contracts
J JANE STREET GROUP, LLC Institution	$5.1M 426.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.0M 250.0 contracts

Most Committed Institutions

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Stegner Investment Associates Inc. RIA/Wealth	Elizabeth Stegner Peabody CEO	41.74% $76.1M	630.5K shares	Q3 2020 Held for 5y 2m	$182.4M
Foundation Wealth Management, LLC RIA/Wealth	Daniel Joseph Ladd CIO	28.52% $42.7M	353.8K shares	Q4 2022 Held for 2y 11m	$149.7M
ADG Wealth Management Group, LLC RIA/Wealth	Scott Richard Brown Managing Partner	23.14% $29.1M	241.2K shares	Q4 2024 Held for 11 months	$125.8M
MJT & Associates Financial Advisory Group, Inc. RIA/Wealth	Paul George Anthes President	18.30% $22.5M	186.4K shares	Q1 2025 Held for 8 months	$122.9M
ENCOMPASS WEALTH ADVISORS, LLC RIA/Wealth	Matthew Gibson Presjak Managing Partner	15.54% $45.6M	378.1K shares	Q4 2020 Held for 4y 11m	$293.7M
FINANCIAL LIFE ADVISORS RIA/Wealth	Kirk Warren Francis CEO	14.38% $44.8M	370.9K shares	Q4 2017 Held for 7y 11m	$311.3M
LVZ Advisors, Inc. RIA/Wealth	Ryan J Vanderzwart President	14.26% $124.0M	1.0M shares	Q4 2013 Held for 11y 11m	$869.4M
Carbahal Olsen Financial Services Group, LLC RIA/Wealth	Kurt Douglas Schrader Member	13.78% $17.2M	142.2K shares	Q4 2024 Held for 11 months	$124.6M
SOFI WEALTH, LLC RIA/Wealth	Ryan Burke President	12.90% $230.0M	1.9M shares	Q4 2024 Held for 11 months	$1.8B
I INSTRUMENTAL WEALTH, LLC RIA/Wealth	David Scott Silver CEO	12.85% $18.3M	147.3K shares	Q1 2023 Held for 2y 8m	$142.6M