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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
GFA
326
Godfrey Financial Associates
New York
$10.2M -$126K -1,044 -1%
SIA
327
SGL Investment Advisors
Montana
$10.2M +$860K +7,151 +11%
TCIIS
328
TIAA-CREF Individual & Institutional Services
New York
$10.1M +$10.8M +89,544 New
VAS
329
Vestmark Advisory Solutions
Massachusetts
$10.1M +$1.75M +14,540 +19%
IAG
330
Investment Advisory Group
Massachusetts
$10.1M +$400K +3,330 +4%
PCA
331
Pallas Capital Advisors
Massachusetts
$10.1M -$1.27M -10,523 -11%
EFG
332
Embree Financial Group
Illinois
$10M +$3.26M +27,112 +44%
BFM
333
Broadview Financial Management
Wisconsin
$10M -$34.5K -287 -0.3%
EWM
334
EPG Wealth Management
Georgia
$9.95M +$262K +2,176 +3%
ABC
335
Associated Banc-Corp
Wisconsin
$9.91M -$82.6K -687 -0.8%
NWAG
336
Net Worth Advisory Group
Utah
$9.89M -$75.2K -625 -0.7%
SWM
337
SigFig Wealth Management
California
$9.88M +$540K +4,489 +5%
ONB
338
Old National Bancorp
Indiana
$9.81M -$1.3M -10,801 -11%
EPA
339
Element Pointe Advisors
Florida
$9.69M
WFA
340
Wellspring Financial Advisors
Ohio
$9.65M -$143K -1,187 -1%
PBO
341
Peoples Bank (Ohio)
Ohio
$9.64M -$249K -2,067 -2%
TVM
342
True Vision MN
Minnesota
$9.6M +$1.2M +9,974 +13%
BFG
343
Beto Financial Group
Idaho
$9.51M +$666K +5,540 +8%
SIA
344
Sovereign Investment Advisors
Arizona
$9.48M +$4.99M +41,489 +98%
PIA
345
Polaris Investment Advisors
Massachusetts
$9.38M +$553K +4,596 +6%
GWP
346
Gen-Wealth Partners
Michigan
$9.38M +$503K +4,183 +5%
EWA
347
Exencial Wealth Advisors
Oklahoma
$9.3M +$205K +1,704 +2%
CBU
348
CIBC Bancorp USA
Illinois
$9.25M +$9.84M +81,811 New
TFG
349
Tilson Financial Group
New Jersey
$9.21M -$45.2K -376 -0.5%
DADC
350
D.A. Davidson & Co
Montana
$9.17M -$842 -7 -0%

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.