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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
TCG
376
Transcendent Capital Group
Oklahoma
$8.19M +$1.76M +14,672 +25%
NCM
377
Novare Capital Management
North Carolina
$8.13M -$1.07M -8,864 -11%
NP
378
NorthRock Partners
Minnesota
$8.09M +$890K +7,400 +12%
SCG
379
Sonata Capital Group
Washington
$8.07M +$233K +1,935 +3%
SW
380
Simplicity Wealth
New Jersey
$8.06M +$619K +5,145 +8%
BFG
381
Bleakley Financial Group
New Jersey
$7.98M +$726K +6,033 +9%
CWAI
382
Core Wealth Advisors (Indiana)
Indiana
$7.95M +$586K +4,872 +7%
SPAS
383
Spectrum Planning & Advisory Services
California
$7.91M +$247K +2,053 +3%
FMN
384
Financial Management Network
California
$7.79M -$453K -3,764 -5%
MCM
385
M1 Capital Management
Michigan
$7.76M -$8.83M -73,452 -52%
LWA
386
Lifelong Wealth Advisors
Minnesota
$7.71M +$718K +5,971 +10%
NCM
387
Next Capital Management
New York
$7.68M +$302K +2,512 +4%
AFW
388
Atlantic Family Wealth
Florida
$7.68M +$225K +1,867 +3%
SIAS
389
Summit Investment Advisory Services
Minnesota
$7.66M -$249K -2,074 -3%
KFP
390
KMG Fiduciary Partners
Ohio
$7.65M -$775K -6,444 -9%
BRWA
391
B. Riley Wealth Advisors
Florida
$7.63M -$452K -3,755 -5%
RSWM
392
Robertson Stephens Wealth Management
California
$7.63M +$184K +1,534 +2%
AC
393
Avestar Capital
New York
$7.62M -$55.2K -459 -0.7%
RPGK
394
Retirement Planning Group (Kansas)
Kansas
$7.61M -$532K -4,421 -6%
PRAG
395
Portfolio Resources Advisor Group
Florida
$7.58M +$122K +1,015 +2%
CPG
396
Cornerstone Planning Group
New Jersey
$7.53M +$1.95M +16,198 +39%
CAI
397
Capital Advisors Inc
Oklahoma
$7.52M -$46.3K -385 -0.6%
FFA
398
First Foundation Advisors
California
$7.52M +$624K +5,189 +8%
COCM
399
Charter Oak Capital Management
New Hampshire
$7.52M -$122K -1,016 -2%
CWM
400
Curtis Wealth Management
Nevada
$7.5M +$393K +3,271 +5%

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.