iShares S&P 500 Buywrite ETFIVVWETF
13F holders, Q4 2025 (December 31)16holders +2
5new positions
2sold out
$45.53avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding iShares S&P 500 Buywrite ETF (IVVW) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Sumitomo Life Insurance Co. ($138.0M), BlackRock, Inc. ($10.5M) and Osaic Holdings, Inc. ($5.0M).
- Company
- iShares S&P 500 Buywrite ETF
- CUSIP
- 46438G711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $11.5M |
| Exits | 2 | $797K |
All 13F filers, Q3 2025 → Q4 2025: 286,563 shares bought and 18,109 shares sold, net +268,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Sumitomo Life Insurance Co. | 3.78% | No change | 3,030,000 | $138.0M |
| BlackRock, Inc. | 0.00% | New | 230,610 | $10.5M |
| Osaic Holdings, Inc. | 0.01% | Add +4.9% | 109,436 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +0.2% | 89,580 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 86,349 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 42,557 | $1.9M |
| Retirement Planning Group, LLC | 0.06% | Add +10.0% | 41,434 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 30,369 | $1.4M |
| Insight Wealth Strategies, LLC | 0.10% | Add +22.9% | 20,081 | $914K |
| Old Mission Capital LLC | 0.04% | Add +113.2% | 20,065 | $914K |
| Raymond James Financial Inc. | 0.00% | New | 12,869 | $586K |
| Jane Street Group, LLC | 0.00% | New | 9,697 | $442K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.0% | 4,550 | $207K |
| Sunbelt Securities, Inc. | 0.00% | No change | 142 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 17 | $775 |
| CoreCap Advisors, LLC | 0.00% | New | 6 | $273 |
"% 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.