IVW icon

iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.3M
Puts
$2.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
326
Investment Advisory Group
Massachusetts
$10.1M
PCA
327
Pallas Capital Advisors
Massachusetts
$10.1M
EFG
328
Embree Financial Group
Illinois
$10M
BFM
329
Broadview Financial Management
Wisconsin
$10M
EWM
330
EPG Wealth Management
Georgia
$9.95M
ABC
331
Associated Banc-Corp
Wisconsin
$9.91M
NWAG
332
Net Worth Advisory Group
Utah
$9.89M
SWM
333
SigFig Wealth Management
California
$9.88M
ONB
334
Old National Bancorp
Indiana
$9.81M
EPA
335
Element Pointe Advisors
Florida
$9.69M
WFA
336
Wellspring Financial Advisors
Ohio
$9.65M
PBO
337
Peoples Bank (Ohio)
Ohio
$9.64M
TVM
338
True Vision MN
Minnesota
$9.6M
BFG
339
Beto Financial Group
Idaho
$9.51M
SIA
340
Sovereign Investment Advisors
Arizona
$9.48M
PIA
341
Polaris Investment Advisors
Massachusetts
$9.38M
GWP
342
Gen-Wealth Partners
Michigan
$9.38M
EWA
343
Exencial Wealth Advisors
Oklahoma
$9.3M
CBU
344
CIBC Bancorp USA
Illinois
$9.25M
TFG
345
Tilson Financial Group
New Jersey
$9.21M
DADC
346
D.A. Davidson & Co
Montana
$9.17M
PL
347
Polianta Ltd
Jersey
$9.15M
EPW
348
Endeavor Private Wealth
Kansas
$9.11M
ABWM
349
Alpine Bank Wealth Management
Colorado
$9.08M
HWM
350
Hobbs Wealth Management
Indiana
$8.98M