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iShares S&P 500 Growth ETF

2,038 hedge funds and large institutions have $45.7B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 784 increasing their positions, 727 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $2.38M

11% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 102

1.16% more ownership

Funds ownership: 73.82%74.98% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 727

1% less funds holding

Funds holding: 2,0662,038 (-28)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.92B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,038
Holders Change
-28
Holders Change %
-1.36%
% of All Funds
25.1%
Holding in Top 10
198
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10%
% of All Funds
2.44%
New
113
Increased
784
Reduced
727
Closed
102
Calls
$20.3M
Puts
$2.38M
Net Calls
+$17.9M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.58B +$683M +5,678,425 +13%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.4B -$30.7M -255,422 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$3.88B +$79.5M +660,745 +2%
LPL Financial
4
LPL Financial
California
$2.36B +$129M +1,072,772 +5%
Bank of America
5
Bank of America
North Carolina
$2.24B +$148M +1,229,382 +7%
Wells Fargo
6
Wells Fargo
California
$1.74B +$40.2M +333,848 +2%
UBS Group
7
UBS Group
Switzerland
$970M -$13.2M -109,635 -1%
Ameriprise
8
Ameriprise
Minnesota
$906M -$59.6M -495,520 -6%
Stifel Financial
9
Stifel Financial
Missouri
$825M +$44.3M +368,516 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$610M -$4.85M -40,322 -0.7%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$540M +$320K +2,664 +0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$538M +$29.5M +245,310 +5%
BlackRock
13
BlackRock
New York
$513M +$13.3M +110,302 +2%
Goldman Sachs
14
Goldman Sachs
New York
$485M +$1.46M +12,109 +0.3%
M&T Bank
15
M&T Bank
New York
$443M -$16.4M -136,159 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$440M -$55.8M -463,921 -11%
Lido Advisors
17
Lido Advisors
California
$438M +$10.3M +85,467 +2%
PAS
18
Park Avenue Securities
New York
$436M +$27.1M +224,980 +6%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$413M -$5.39M -44,828 -1%
Mariner
20
Mariner
Kansas
$403M -$12M -99,843 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$401M +$23.3M +193,529 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$377M -$37.2M -309,228 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$344M +$4.99M +41,526 +1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$328M +$16.9M +140,621 +5%
RFC
25
Regions Financial Corp
Alabama
$305M -$1.25M -10,367 -0.4%