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iShares S&P 500 Growth ETF

2,048 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, 791 increasing their positions, 728 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

1.18% more ownership

Funds ownership: 73.84%75.01% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 728

1% less funds holding

Funds holding: 2,0722,048 (-24)

8% less capital invested

Capital invested by funds: $49.7B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 221198 (-23)

Holders
2,048
Holders Change
-24
Holders Change %
-1.16%
% of All Funds
25.06%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
2.42%
New
113
Increased
791
Reduced
728
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
CAM
226
Cresset Asset Management
Illinois
$17.9M -$1.33M -11,097 -7%
BC
227
Barrett & Company
Rhode Island
$17.7M -$93.2K -775 -0.5%
CAL
228
Capital Advisors Ltd
Ohio
$17.7M +$83.9K +698 +0.4%
DIP
229
DT Investment Partners
Pennsylvania
$17.7M +$15.4K +128 +0.1%
WP
230
WealthShield Partners
North Carolina
$17.5M +$926K +7,701 +5%
AIM
231
Acropolis Investment Management
Missouri
$17.4M -$229K -1,903 -1%
FTS
232
Fifth Third Securities
Ohio
$17.3M +$2.03M +16,871 +12%
ISWM
233
Independent Solutions Wealth Management
New York
$17.3M +$409K +3,397 +2%
PCG
234
Prosperity Consulting Group
Maryland
$17.3M -$43.8K -364 -0.2%
AssetMark Inc
235
AssetMark Inc
California
$17.2M +$1.35M +11,232 +8%
SA
236
Sovran Advisors
California
$17.2M +$1.15M +9,526 +8%
TPI
237
Trust Point Inc
Wisconsin
$17.2M
SFP
238
Sterling Financial Planning
New Jersey
$16.8M +$342K +2,844 +2%
BTI
239
Blue Trust Inc
Georgia
$16.8M +$463K +3,852 +3%
MWM
240
McNaughton Wealth Management
California
$16.7M +$525K +4,365 +3%
FFN
241
Focus Financial Network
Minnesota
$16.7M -$2.09M -17,398 -11%
SA
242
Scarborough Advisors
Maryland
$16.6M +$17.6M +146,566 New
IF
243
Ironwood Financial
Arizona
$16.5M -$287K -2,383 -2%
William Blair & Company
244
William Blair & Company
Illinois
$16.4M -$488K -4,055 -3%
CWS
245
Cypress Wealth Services
California
$16.3M +$316K +2,629 +2%
RA
246
Rodgers & Associates
Pennsylvania
$16.3M -$400K -3,326 -2%
RFM
247
Royal Fund Management
Florida
$16.2M +$55.3K +460 +0.3%
LSA
248
Lansing Street Advisors
Pennsylvania
$16.2M +$63K +524 +0.4%
MGWM
249
Marks Group Wealth Management
Minnesota
$16M +$13.7M +114,298 +417%
JWA
250
JFS Wealth Advisors
Pennsylvania
$16M +$334K +2,773 +2%

IVW Hedge Fund Activity: Q1 2026 in Review

2,048 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2026, worth a combined $45.7B — down 7.9% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IVW positions and 102 closed out — a net gain of 11 holders — while 791 added to existing stakes and 728 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $683M. The largest seller was Fidelity International, exiting entirely with an estimated $364M sold.

  • 2,048 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2026, down from 2,072 in Q4 2025.
  • Funds reported $45.7B of iShares S&P 500 Growth ETF stock for Q1 2026, down 7.9% quarter-over-quarter.
  • 113 funds opened new iShares S&P 500 Growth ETF positions in Q1 2026 and 102 closed out, a net change of +11 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $683M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2026 was Fidelity International, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2026.