Who Owns iShares S&P 500 BuyWrite ETF (IVVW)?Hedge Fund & Institutional Holders

$43.83-0.27 (-0.61%)Financial ServicesBATS

Institutional Holders

17

as of Q4 2025

Total Institutional Value

$1.370001000040784e+38T

% of Float Held

—

QoQ Change in Holders

+10 / -2

Price History

$40.88$43.38$45.88$48.38$50.88Sep 24Jun 25Mar 26

IVVW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BlackRock, Inc.New Position+231K+$10.0M
Retirement Planning Group, LLCNew Position+41K+$1.9M
ENVESTNET ASSET MANAGEMENT INCNew Position+30K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$1.0M
Janney Montgomery Scott LLCNew Position+5K+$0
JANE STREET GROUP, LLCNew Position+10K+$0
CoreCap Advisors, LLCNew Position+6+$0
Smartleaf Asset Management LLCNew Position+17+$0
RAYMOND JAMES FINANCIAL INCNew Position+13K+$0
WELLS FARGO & COMPANY/MNNew Position+0+$0
OLD MISSION CAPITAL LLCIncreased+11K+$-437.4M
Insight Wealth Strategies, LLCIncreased+4K+$-759.8M
Cetera Investment AdvisersIncreased+6K+$-3.7B
ASSETMARK, INCIncreased+170+$-4.2B
OSAIC HOLDINGS, INC.Increased+5K+$-4.8B

IVVW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-17K-$796.7M
FMR LLCClosed Position-1-$47K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SUMITOMO LIFE INSURANCE CO3,030,000$137.0M3.75%Share
2BlackRock, Inc.230,610$10.0M0.00%Share
3ASSETMARK, INC89,580$4.1M0.01%Share
4OSAIC HOLDINGS, INC.109,436$4.0M0.01%Share
5Cetera Investment Advisers86,349$3.0M0.00%Share
6Retirement Planning Group, LLC41,434$1.9M0.06%Share
7COMMONWEALTH EQUITY SERVICES, LLC42,557$1.0M0.00%Share
8ENVESTNET ASSET MANAGEMENT INC30,369$1.0M0.00%Share
9Insight Wealth Strategies, LLC20,081$914K0.10%Share
10OLD MISSION CAPITAL LLC20,065$913K0.02%Share
11Sunbelt Securities, Inc.142$6K0.00%Share
12RAYMOND JAMES FINANCIAL INC12,869$00.00%Share
13CoreCap Advisors, LLC6$00.00%Share
14WELLS FARGO & COMPANY/MN0$00.00%Share
15JANE STREET GROUP, LLC9,697$00.00%Share
16Smartleaf Asset Management LLC17$00.00%Share
17Janney Montgomery Scott LLC4,550$00.00%Share

IVVW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202517$163.8M+8
Q3 20259$155.8B-6
Q2 202515$154.2B-1
Q1 202516$16.8B+4
Q4 202412$134.3B-1
Q3 202413$8.2T+3
Q2 202410$4.6T+6
Q1 20244$3.9T—

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As of Q4 2025, 17 institutional investors hold IVVW (iShares S&P 500 BuyWrite ETF). The largest holder is SUMITOMO LIFE INSURANCE CO with $137.0M in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IVVW?

As of Q4 2025, 17 institutional investors report holding IVVW (iShares S&P 500 BuyWrite ETF) in their 13F filings.

Who is the largest institutional holder of IVVW?

The largest institutional holder of IVVW is SUMITOMO LIFE INSURANCE CO with $137.0M in shares.

Is institutional ownership of IVVW increasing or decreasing?

This quarter, 10 institutions opened new positions in IVVW and 2 closed their positions.