ISHARES S&P 500 GROWTH ETF (IVW) Institutional Ownership Changes & 13F Activity
ISHARES S&P 500 GROWTH ETF (IVW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Blue Edge Capital, Llc, Mercer Global Advisors Inc, Rehmann Capital Advisory Group, Corient Private Wealth Llc, and Equitable Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +1 | +1.0% | 106 | $14.58K | Q2 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Buy | +200 | +8.0% | 2,699 | $371.19K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +12,541 | +5.0% | 262,511 | $36.10M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +142 | +1.5% | 9,677 | $1.33M | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -60,841 | -17.6% | 285,498 | $39.26M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +1,456 | +49.1% | 4,423 | $608.33K | Q2 2026 | Aug 26, 2026 |
| Tobias Financial Advisors, Inc. | Sell | -686 | -1.3% | 50,150 | $6.90M | Q2 2026 | Aug 25, 2026 |
| Strategic Financial Services, Inc. | Sell | -21 | -0.8% | 2,699 | $371.19K | Q2 2026 | Aug 24, 2026 |
| Rehmann Capital Advisory Group | Buy | +138,126 | +11.9% | 1,303,025 | $179.28M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +147,461 | +42.1% | 497,843 | $68.47M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,618 | +6.2% | 44,762 | $6.16M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -802 | -10.3% | 6,996 | $962.16K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +104 | +25.4% | 514 | $70.71K | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +40,897 | — | 40,897 | $5.62M | Q2 2026 | Aug 18, 2026 |
| 49 Wealth Management, Llc | Buy | +39,949 | +825.7% | 44,787 | $6.16M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +11,300 | — | 11,300 | $1.55M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -10,966 | -26.8% | 29,909 | $4.11M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,622 | +1.0% | 351,931 | $48.40M | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +296,902 | — | 296,902 | $40.83M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +57,353 | +20.8% | 333,125 | $45.81M | Q2 2026 | Aug 17, 2026 |
| Atlasmark Financial, Inc | Buy | +32,307 | +62.8% | 83,781 | $11.52M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +18,707 | +52.3% | 54,445 | $7.49M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +18,348 | +1.7% | 1,124,043 | $154.74M | Q2 2026 | Aug 17, 2026 |
| Integrated Investment Consultants, Llc | Buy | +11,314 | — | 11,314 | $1.56M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +5,071 | +29.7% | 22,154 | $3.05M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +4,808 | — | 4,808 | $661.24K | Q2 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Buy | +1,570 | +6.1% | 27,430 | $3.77M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -1,346 | -5.2% | 24,560 | $3.38M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +1,082 | +2.6% | 43,158 | $5.94M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -478 | -21.9% | 1,700 | $233.82K | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about IVW activity
Which institutional owners are buying IVW?
Institutional owners buying IVW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IVW activity?
"Buy" means an investor increased their reported position in IVW compared to the prior reporting period. This reflects growing exposure to ISHARES S&P 500 GROWTH ETF (IVW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IVW increasing?
Institutional interest in IVW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.