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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
PL
351
Polianta Ltd
Jersey
$9.15M +$9.73M +80,900 New
EPW
352
Endeavor Private Wealth
Kansas
$9.11M +$962K +7,997 +11%
ABWM
353
Alpine Bank Wealth Management
Colorado
$9.08M -$24.1K -200 -0.2%
HWM
354
Hobbs Wealth Management
Indiana
$8.98M -$67.4K -560 -0.7%
MB
355
MidFirst Bank
Oklahoma
$8.98M -$133K -1,107 -1%
C
356
Croban
Ohio
$8.97M +$1M +8,318 +12%
DF
357
Daviman Financial
Indiana
$8.91M +$257K +2,133 +3%
LFWA
358
LiftPoint Family Wealth Advisors
New Jersey
$8.87M +$492K +4,094 +6%
ECM
359
Evergreen Capital Management
Washington
$8.87M -$150K -1,246 -2%
GWMR
360
GC Wealth Management RIA
Massachusetts
$8.74M +$16.5K +137 +0.2%
KOC
361
Koss-Olinger Consulting
Florida
$8.72M -$58K -482 -0.6%
AAS
362
Ameritas Advisory Services
Nebraska
$8.7M -$1.43M -11,887 -13%
Franklin Resources
363
Franklin Resources
California
$8.66M -$112K -934 -1%
SF
364
Summit Financial
New Jersey
$8.66M +$6.39M +53,109 +227%
UBV
365
United Bank (Virginia)
Virginia
$8.62M -$4.96M -41,223 -35%
OWCM
366
One Wealth Capital Management
Arizona
$8.61M +$251K +2,091 +3%
TPWA
367
TRUE Private Wealth Advisors
Oregon
$8.58M -$4.25M -35,329 -32%
IAN
368
Integrated Advisors Network
Texas
$8.56M +$821K +6,826 +10%
CFG
369
Cosner Financial Group
Colorado
$8.55M +$962 +8 +0%
MW
370
Maia Wealth
Colorado
$8.49M -$491K -4,081 -5%
PAS
371
PKS Advisory Services
New York
$8.42M +$366K +3,042 +4%
PA
372
Parallel Advisors
California
$8.37M -$2.06M -17,152 -19%
SIA
373
Soltis Investment Advisors
Utah
$8.28M +$522K +4,342 +6%
SG
374
StoneX Group
New York
$8.27M -$14.1M -116,825 -62%
EIP
375
Ellis Investment Partners
Pennsylvania
$8.2M -$177K -1,469 -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.