ISHARES S&P 500 BUYWRITE ETF (IVVW) Institutional Ownership Changes & 13F Activity
ISHARES S&P 500 BUYWRITE ETF (IVVW). 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 Blackrock, Inc., Jpmorgan Chase & Co, Old Mission Capital Llc, Osaic Holdings, Inc., and Assetmark, Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +17,629 | +44.2% | 57,493 | $2.56M | Q2 2026 | Sep 23, 2026 |
| Old Mission Capital Llc | Buy | +61,785 | — | 61,785 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +36,380 | +36.6% | 135,877 | $6.06M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +28,990 | +101.2% | 57,644 | $2.57M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +9,536 | — | 9,536 | $425.31K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +3,925 | +35.4% | 15,011 | $669.49K | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Buy | +360 | +57.2% | 989 | $44.09K | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors Llc | Buy | +2,500 | — | 2,500 | $113.00K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +4 | — | 4 | $178.00 | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +115,289 | — | 115,289 | $5.11M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +16,371 | +14.0% | 133,050 | $5.93M | Q2 2026 | Aug 12, 2026 |
| Blackrock, Inc. | Buy | +806,506 | +134.1% | 1,408,036 | $62.80M | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +4,579 | — | 4,579 | $204.22K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +4,513 | — | 4,513 | $201.26K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +4,079 | +31.1% | 17,199 | $767.09K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +39 | — | 39 | $1.74K | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, Llc | Buy | +11,168 | +27.4% | 51,987 | $2.32M | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, Lcc | Buy | +165 | +36.2% | 621 | $27.70K | Q2 2026 | Aug 04, 2026 |
| Assetmark, Inc | Buy | +31,999 | +34.7% | 124,340 | $5.55M | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -18,755 | -41.1% | 26,861 | $1.20M | Q2 2026 | Jul 29, 2026 |
| Meramec Financial Planners, Llc | Buy | +42 | — | 42 | $1.86K | Q2 2026 | Jul 29, 2026 |
| Garrison Bradford & Associates Inc | Buy | +863 | +9.0% | 10,408 | $461.39K | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, Llc | Buy | +5,025 | — | 5,025 | $224.12K | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Buy | +35 | — | 35 | $1.56K | Q2 2026 | Jul 20, 2026 |
| Insight Wealth Strategies, Llc | Sell | -99 | -0.8% | 12,595 | $561.88K | Q2 2026 | Jul 10, 2026 |
| Sunbelt Securities, Inc. | Sell | -127 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Jane Street Group, Llc | Sell | -7,874 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about IVVW activity
Which institutional owners are buying IVVW?
Institutional owners buying IVVW 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 IVVW activity?
"Buy" means an investor increased their reported position in IVVW compared to the prior reporting period. This reflects growing exposure to ISHARES S&P 500 BUYWRITE ETF (IVVW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IVVW increasing?
Institutional interest in IVVW 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.