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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
LWA
376
Lifelong Wealth Advisors
Minnesota
$9.85M +$460K +3,486 +5%
NP
377
NorthRock Partners
Minnesota
$9.83M -$6.07K -46 -0.1%
EIP
378
Ellis Investment Partners
Pennsylvania
$9.81M -$156K -1,182 -2%
GWMR
379
GC Wealth Management RIA
Massachusetts
$9.7M -$899K -6,805 -9%
FFG
380
Frisch Financial Group
New York
$9.69M +$6.59M +49,906 +243%
SPAS
381
Spectrum Planning & Advisory Services
California
$9.69M +$65K +492 +0.7%
NCM
382
Next Capital Management
New York
$9.68M +$331K +2,504 +4%
FFA
383
First Foundation Advisors
California
$9.51M +$353K +2,676 +4%
MW
384
Maia Wealth
Colorado
$9.51M -$782K -5,923 -8%
GAM
385
Gotham Asset Management
New York
$9.45M +$1.62M +12,300 +22%
JPWM
386
Jamison Private Wealth Management
Georgia
$9.44M +$9.06M +68,611 New
SOS
387
Silver Oak Securities
Tennessee
$9.32M +$2.73M +20,652 +44%
AFW
388
Atlantic Family Wealth
Florida
$9.32M -$12.1K -92 -0.1%
SG
389
StoneX Group
New York
$9.31M -$713K -5,401 -7%
BFG
390
Bleakley Financial Group
New Jersey
$9.27M -$426K -3,224 -5%
RSWM
391
Robertson Stephens Wealth Management
California
$9.22M -$54.5K -413 -0.6%
AG
392
AlTi Global
New York
$9.14M +$117K +884 +1%
CAI
393
Capital Advisors Inc
Oklahoma
$9.14M -$7.53K -57 -0.1%
AC
394
Avestar Capital
New York
$9.12M -$140K -1,063 -2%
RPGK
395
Retirement Planning Group (Kansas)
Kansas
$9.1M -$139K -1,056 -2%
AWP
396
Avid Wealth Partners
Texas
$9.1M -$4.02M -30,447 -32%
ABTD
397
Arvest Bank Trust Division
Oklahoma
$9.03M +$746K +5,650 +9%
LF
398
Lantz Financial
Illinois
$9.03M +$67.7K +513 +0.8%
SIAS
399
Summit Investment Advisory Services
Minnesota
$9.01M -$295K -2,237 -3%
OCA
400
OpenArc Corporate Advisory
Georgia
$8.98M +$553K +4,190 +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.