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iShares S&P 500 Growth ETF

2,008 hedge funds and large institutions have $45.4B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 772 increasing their positions, 715 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 2,0582,008 (-50)

9% less capital invested

Capital invested by funds: $49.6B → $45.4B (-$4.23B)

12% less funds holding in top 10

Funds holding in top 10: 220193 (-27)

Holders
2,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
SW
376
Simplicity Wealth
New Jersey
$8.06M
BFG
377
Bleakley Financial Group
New Jersey
$7.98M
CWAI
378
Core Wealth Advisors (Indiana)
Indiana
$7.95M
SPAS
379
Spectrum Planning & Advisory Services
California
$7.91M
FMN
380
Financial Management Network
California
$7.79M
MCM
381
M1 Capital Management
Michigan
$7.76M
LWA
382
Lifelong Wealth Advisors
Minnesota
$7.71M
NCM
383
Next Capital Management
New York
$7.68M
AFW
384
Atlantic Family Wealth
Florida
$7.68M
SIAS
385
Summit Investment Advisory Services
Minnesota
$7.66M
KFP
386
KMG Fiduciary Partners
Ohio
$7.65M
BRWA
387
B. Riley Wealth Advisors
Florida
$7.63M
RSWM
388
Robertson Stephens Wealth Management
California
$7.63M
AC
389
Avestar Capital
New York
$7.62M
RPGK
390
Retirement Planning Group (Kansas)
Kansas
$7.61M
PRAG
391
Portfolio Resources Advisor Group
Florida
$7.58M
CPG
392
Cornerstone Planning Group
New Jersey
$7.53M
CAI
393
Capital Advisors Inc
Oklahoma
$7.52M
FFA
394
First Foundation Advisors
California
$7.52M
COCM
395
Charter Oak Capital Management
New Hampshire
$7.52M
CWM
396
Curtis Wealth Management
Nevada
$7.5M
AG
397
AlTi Global
New York
$7.42M
LF
398
Lantz Financial
Illinois
$7.37M
AOWM
399
Asset One Wealth Management
Washington
$7.33M
GFP
400
Gryphon Financial Partners
Ohio
$7.32M