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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+1+1.0%106$14.58KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcBuy+200+8.0%2,699$371.19KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+12,541+5.0%262,511$36.10MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+142+1.5%9,677$1.33MQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-60,841-17.6%285,498$39.26MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+1,456+49.1%4,423$608.33KQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-686-1.3%50,150$6.90MQ2 2026Aug 25, 2026
Strategic Financial Services, Inc.Sell-21-0.8%2,699$371.19KQ2 2026Aug 24, 2026
Rehmann Capital Advisory GroupBuy+138,126+11.9%1,303,025$179.28MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+147,461+42.1%497,843$68.47MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+2,618+6.2%44,762$6.16MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-802-10.3%6,996$962.16KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+104+25.4%514$70.71KQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+40,89740,897$5.62MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+39,949+825.7%44,787$6.16MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+11,30011,300$1.55MQ2 2026Aug 18, 2026
Glenview Trust CoSell-10,966-26.8%29,909$4.11MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+3,622+1.0%351,931$48.40MQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+296,902296,902$40.83MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+57,353+20.8%333,125$45.81MQ2 2026Aug 17, 2026
Atlasmark Financial, IncBuy+32,307+62.8%83,781$11.52MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+18,707+52.3%54,445$7.49MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+18,348+1.7%1,124,043$154.74MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+11,31411,314$1.56MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+5,071+29.7%22,154$3.05MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+4,8084,808$661.24KQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+1,570+6.1%27,430$3.77MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-1,346-5.2%24,560$3.38MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+1,082+2.6%43,158$5.94MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-478-21.9%1,700$233.82KQ2 2026Aug 17, 2026
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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.