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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
CWM
401
Curtis Wealth Management
Nevada
$8.91M -$205K -1,549 -2%
PRAG
402
Portfolio Resources Advisor Group
Florida
$8.88M -$322K -2,439 -4%
GFP
403
Gryphon Financial Partners
Ohio
$8.87M -$24.2K -183 -0.3%
BRWA
404
B. Riley Wealth Advisors
Florida
$8.82M -$680K -5,151 -7%
FMN
405
Financial Management Network
California
$8.76M +$56.6K +429 +0.7%
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$8.74M -$7.31M -55,344 -47%
CPG
407
Cornerstone Planning Group
New Jersey
$8.71M +$898K +6,797 +12%
CWAI
408
Core Wealth Advisors (Indiana)
Indiana
$8.62M -$1,000K -7,573 -11%
CAM
409
Carret Asset Management
New York
$8.56M +$1.84M +13,918 +29%
AL
410
ARWA LLC
Texas
$8.52M +$3.14M +23,753 +61%
AC
411
Apella Capital
Connecticut
$8.51M -$2.48M -18,786 -23%
FPAS
412
Focus Partners Advisor Solutions
Missouri
$8.5M +$40.5K +307 +0.5%
IFG
413
Independent Financial Group
California
$8.5M +$2.46M +18,617 +43%
CI
414
Conning Inc
Connecticut
$8.5M
WP
415
WealthPLAN Partners
Nebraska
$8.48M +$37.8K +286 +0.5%
TWM
416
Tradition Wealth Management
Minnesota
$8.45M +$131K +994 +2%
PWAC
417
Private Wealth Advisors (California)
California
$8.31M -$61K -462 -0.8%
BAM
418
Belpointe Asset Management
Nevada
$8.16M +$298K +2,260 +4%
HP
419
Holistic Planning
Texas
$8.05M +$5.03M +38,100 +186%
NG
420
Novem Group
New York
$8.03M +$2.76M +20,910 +56%
GIM
421
Goelzer Investment Management
Indiana
$8.01M -$59.6K -451 -0.8%
PFS
422
Prospera Financial Services
Texas
$7.97M -$582K -4,411 -7%
AOWM
423
Asset One Wealth Management
Washington
$7.96M -$49.8K -377 -0.7%
CWM
424
Cranbrook Wealth Management
Michigan
$7.88M -$138K -1,042 -2%
BOSSRA
425
B.O.S.S. Retirement Advisors
Utah
$7.87M -$131K -993 -2%

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.