We are live on ! Find out more
IVW icon

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
PCA
326
Pallas Capital Advisors
Massachusetts
$12.2M +$10.4K +79 +0.1%
SW
327
Simplicity Wealth
New Jersey
$12.2M +$2.33M +17,656 +25%
GWP
328
Gen-Wealth Partners
Michigan
$12.2M +$780K +5,910 +7%
PCIA
329
Prime Capital Investment Advisors
Kansas
$12.2M -$12.6M -95,110 -52%
PFG
330
Pacific Financial Group
Washington
$12M -$489K -3,703 -4%
SCG
331
Sonata Capital Group
Washington
$11.9M +$2.01M +15,255 +21%
BWM
332
BKM Wealth Management
Wisconsin
$11.9M -$868K -6,576 -7%
BFM
333
Broadview Financial Management
Wisconsin
$11.9M -$311K -2,355 -3%
NCM
334
Novare Capital Management
North Carolina
$11.9M +$1.9M +14,426 +20%
SWMP
335
Signature Wealth Management Partners
New Jersey
$11.8M -$4.26M -32,235 -27%
EPA
336
Element Pointe Advisors
Florida
$11.8M -$132 -1 -0%
ONB
337
Old National Bancorp
Indiana
$11.8M -$143K -1,085 -1%
TWM
338
TSA Wealth Management
Texas
$11.8M -$955K -7,235 -8%
LPFG
339
Landing Point Financial Group
Ohio
$11.7M +$10.6M +80,068 +1,599%
WFA
340
Wellspring Financial Advisors
Ohio
$11.7M -$38K -288 -0.3%
SIA
341
SGL Investment Advisors
Montana
$11.7M +$983K +7,448 +10%
GWM
342
Geneos Wealth Management
Colorado
$11.6M -$900K -6,817 -7%
AAP
343
Arax Advisory Partners
Colorado
$11.5M +$5.82M +44,069 +110%
PAS
344
PKS Advisory Services
New York
$11.5M +$1.24M +9,424 +13%
AF
345
AtlasMark Financial
Texas
$11.5M +$4.27M +32,307 +63%
FWP
346
Firethorn Wealth Partners
Georgia
$11.5M +$2.73M +20,638 +33%
SWM
347
SigFig Wealth Management
California
$11.4M -$384K -2,907 -3%
AIM
348
Advyzon Investment Management
Illinois
$11.4M -$3M -22,735 -21%
HWM
349
Hobbs Wealth Management
Indiana
$11.3M +$375K +2,839 +4%
SF
350
Summit Financial
New Jersey
$11.3M +$704K +5,329 +7%

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.