iShares S&P 500 Buywrite ETFIVVWETF
13F holders, Q2 2025 (June 30)15holders −1
3new positions
4sold out
1famous investor
$45.97avg. 13F price*
At the end of Q2 2025, 15 institutions reported holding iShares S&P 500 Buywrite ETF (IVVW) in their 13F filings, down 1 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were Sumitomo Life Insurance Co. ($139.3M), Assetmark, Inc. ($4.1M) and BlackRock, Inc. ($3.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P 500 Buywrite ETF
- CUSIP
- 46438G711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $139.7M |
| Exits | 4 | $3.2M |
All 13F filers, Q1 2025 → Q2 2025: 3,087,124 shares bought and 68,346 shares sold, net +3,018,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Sumitomo Life Insurance Co. | 9.45% | New | 3,030,000 | $139.3M |
| Assetmark, Inc. | 0.01% | Add +0.7% | 89,868 | $4.1M |
| BlackRock, Inc. | 0.00% | No change | 80,000 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +11.3% | 74,618 | $3.4M |
| Granite Bay Wealth Management, LLC | 0.63% | Add +55.2% | 42,764 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 27,040 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +50.4% | 12,182 | $560K |
| Osaic Holdings, Inc. | 0.00% | Add +596.2% | 11,327 | $526K |
| Old Mission Capital LLC | 0.01% | Add +134.0% | 11,405 | $524K |
| Insight Wealth Strategies, LLC | 0.06% | Add +58.5% | 10,312 | $474K |
| Citadel Advisors | 0.00% | Add +2.1% | 8,661 | $398K |
| Retirement Planning Group, LLC | 0.01% | New | 5,018 | $231K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,550 | $209K |
| Samalin Investment Counsel, LLC | 0.08% | New | 4,377 | $201K |
| Park Square Financial Group, LLC | 0.00% | Add +4.3% | 48 | $2K |
"% of holder's portfolio" is IVVW's weight in each manager's 13F, not the share of iShares S&P 500 Buywrite ETF the manager owns.