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iShares S&P 500 Growth ETF

2,124 hedge funds and large institutions have $55.1B invested in iShares S&P 500 Growth ETF in 2026 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 691 increasing their positions, 791 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,455% more call options, than puts

Call options by funds: $22M | Put options by funds: $1.42M

172% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $45.7B → $55.1B (+$9.32B)

6% more funds holding in top 10

Funds holding in top 10: 198209 (+11)

4% more funds holding

Funds holding: 2,0482,124 (+76)

2.83% less ownership

Funds ownership: 75.01%72.19% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 691 | Existing positions reduced: 791

Holders
2,124
Holders Change
+76
Holders Change %
+3.71%
% of All Funds
25.67%
Holding in Top 10
209
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+5.56%
% of All Funds
2.53%
New
188
Increased
691
Reduced
791
Closed
69
Calls
$22M
Puts
$1.42M
Net Calls
+$20.6M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
301
UBS AM
Illinois
$13.9M -$4.68M -35,407 -26%
FP
302
Financial Perspectives
Minnesota
$13.8M +$215K +1,630 +2%
GWP
303
Gateway Wealth Partners
Wisconsin
$13.8M -$9.83M -74,429 -43%
TPWA
304
Twin Peaks Wealth Advisors
California
$13.7M +$1.09M +8,255 +9%
FFWA
305
Forthright Family Wealth Advisory
Texas
$13.6M +$8.88M +67,277 +213%
ABC
306
Associated Banc-Corp
Wisconsin
$13.5M +$1.43M +10,849 +12%
MHC
307
May Hill Capital
Massachusetts
$13.5M +$60.2K +456 +0.5%
AIM
308
Archer Investment Management
Texas
$13.4M -$378K -2,865 -3%
FAN
309
Financial Advisors Network
California
$13.3M -$54K -409 -0.4%
HFW
310
Horizon Family Wealth
Illinois
$13.3M -$178K -1,351 -1%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$13.2M -$2.05M -15,498 -14%
CBU
312
CIBC Bancorp USA
Illinois
$13.2M +$1.86M +14,058 +17%
FFBTD
313
First Financial Bank - Trust Division
Ohio
$13.1M -$954K -7,227 -7%
NBWM
314
North Berkeley Wealth Management
California
$13.1M +$216K +1,634 +2%
AGA
315
Arch Global Advisors
New York
$12.9M +$62.7K +475 +0.5%
PBO
316
Peoples Bank (Ohio)
Ohio
$12.9M +$1.1M +8,325 +10%
IAG
317
Investment Advisory Group
Massachusetts
$12.8M +$549K +4,158 +5%
LKWM
318
Lee-Kelleher Wealth Management
Maryland
$12.7M +$237K +1,796 +2%
GVAG
319
Great Valley Advisor Group
Delaware
$12.7M -$398K -3,016 -3%
VA
320
VestGen Advisors
Illinois
$12.6M -$131K -989 -1%
HCM
321
Howard Capital Management
Georgia
$12.5M -$283K -2,146 -2%
TCIIS
322
TIAA-CREF Individual & Institutional Services
New York
$12.3M +$5.55K +42 +0%
GFA
323
Godfrey Financial Associates
New York
$12.3M +$19.9K +151 +0.2%
EWM
324
EPG Wealth Management
Georgia
$12.2M +$149K +1,126 +1%
MG
325
Mather Group
Illinois
$12.2M +$4.5M +34,055 +62%

IVW Hedge Fund Activity: Q2 2026 in Review

2,124 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q2 2026, worth a combined $55.1B — up 20% from $45.7B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new IVW positions and 69 closed out — a net gain of 119 holders — while 691 added to existing stakes and 791 trimmed.

The largest buyer was Bank of America, adding an estimated $135M. The largest seller was Two Sigma Investments, cutting an estimated $165M.

  • 2,124 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q2 2026, up from 2,048 in Q1 2026.
  • Funds reported $55.1B of iShares S&P 500 Growth ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 188 funds opened new iShares S&P 500 Growth ETF positions in Q2 2026 and 69 closed out, a net change of +119 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q2 2026 was Bank of America, an estimated $135M added.
  • The largest iShares S&P 500 Growth ETF seller in Q2 2026 was Two Sigma Investments, an estimated $165M sold.

Based on aggregated 13F filings for Q2 2026.