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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Matrix Private Capital Group, Renaissance Technologies LLC, and Mairs & Power Growth Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-7,931181,999$20,585,889
Q1 2026Matrix Private Capital GroupSell-63631,636$3,578,348
Q4 2025Sequoia Financial AdvisorsSell-64,550189,930$23,410,815
Q4 2025Renaissance Technologies LLCSell-24,80012,900$1,590,054
Q4 2025Matrix Private Capital GroupSell-26032,272$3,977,847
Q3 2025Mairs & Power Growth FundBuy4792,509$302,886
Q3 2025Sequoia Financial AdvisorsSell-419254,480$30,720,797
Q3 2025Matrix Private Capital GroupSell-10032,532$3,927,263
Q2 2025Renaissance Technologies LLCBuy8,20037,700$4,150,770
Q2 2025Sequoia Financial AdvisorsBuy4,587254,899$28,064,337
Q2 2025Matrix Private Capital GroupSell-1,05032,632$3,592,783
Q1 2025Sequoia Financial AdvisorsBuy75,819250,312$23,236,500
Q1 2025Matrix Private Capital GroupSell-10033,682$3,126,700
Q4 2024Renaissance Technologies LLCBuy17,70029,500$2,995,135
Q4 2024Sequoia Financial AdvisorsSell-2,099174,493$17,716,288
Q4 2024Matrix Private Capital GroupSell-30033,782$3,429,886
Q3 2024Sequoia Financial AdvisorsBuy14,294176,592$16,908,719
Q3 2024Matrix Private Capital GroupSell-20034,082$3,263,352
Q2 2024Matrix Private Capital GroupBuy85034,282$3,172,456
Q2 2024Sequoia Financial AdvisorsSell-180162,298$15,019,064
Q1 2024Sequoia Financial AdvisorsSell-28,342162,478$13,719,642
Q1 2024Renaissance Technologies LLCSell-14,60011,800$996
Q1 2024Matrix Private Capital GroupBuy40033,432$2,822,998
Q4 2023Sequoia Financial AdvisorsBuy32,478190,820$14,330,614
Q4 2023Matrix Private Capital GroupBuy90033,032$2,480,703
Q3 2023Renaissance Technologies LLCBuy18,00026,400$1,806
Q3 2023Sequoia Financial AdvisorsSell-1,023158,342$10,833,742
Q3 2023Matrix Private Capital GroupSell-6832,132$2,205,629
Q2 2023Renaissance Technologies LLCSell-27,8008,400$592
Q2 2023Sequoia Financial AdvisorsSell-3,029159,365$11,232,027

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.

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