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iShares S&P 500 Growth ETF

2,036 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 112 funds opening new positions, 782 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 2,0652,036 (-29)

8% less capital invested

Capital invested by funds: $49.6B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 220198 (-22)

Holders
2,036
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
198
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
TCG
376
Transcendent Capital Group
Oklahoma
$8.19M
NCM
377
Novare Capital Management
North Carolina
$8.13M
NP
378
NorthRock Partners
Minnesota
$8.09M
SCG
379
Sonata Capital Group
Washington
$8.07M
SW
380
Simplicity Wealth
New Jersey
$8.06M
BFG
381
Bleakley Financial Group
New Jersey
$7.98M
CWAI
382
Core Wealth Advisors (Indiana)
Indiana
$7.95M
SPAS
383
Spectrum Planning & Advisory Services
California
$7.91M
FMN
384
Financial Management Network
California
$7.79M
MCM
385
M1 Capital Management
Michigan
$7.76M
LWA
386
Lifelong Wealth Advisors
Minnesota
$7.71M
NCM
387
Next Capital Management
New York
$7.68M
AFW
388
Atlantic Family Wealth
Florida
$7.68M
SIAS
389
Summit Investment Advisory Services
Minnesota
$7.66M
KFP
390
KMG Fiduciary Partners
Ohio
$7.65M
BRWA
391
B. Riley Wealth Advisors
Florida
$7.63M
RSWM
392
Robertson Stephens Wealth Management
California
$7.63M
AC
393
Avestar Capital
New York
$7.62M
RPGK
394
Retirement Planning Group (Kansas)
Kansas
$7.61M
PRAG
395
Portfolio Resources Advisor Group
Florida
$7.58M
CPG
396
Cornerstone Planning Group
New Jersey
$7.53M
CAI
397
Capital Advisors Inc
Oklahoma
$7.52M
FFA
398
First Foundation Advisors
California
$7.52M
COCM
399
Charter Oak Capital Management
New Hampshire
$7.52M
CWM
400
Curtis Wealth Management
Nevada
$7.5M