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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
AG
401
AlTi Global
New York
$7.42M +$76.4K +635 +1%
LF
402
Lantz Financial
Illinois
$7.37M +$582K +4,843 +8%
AOWM
403
Asset One Wealth Management
Washington
$7.33M +$512K +4,255 +8%
GFP
404
Gryphon Financial Partners
Ohio
$7.32M +$404K +3,362 +5%
MWM
405
Mosley Wealth Management
California
$7.26M +$50.3K +418 +0.7%
FWP
406
Firethorn Wealth Partners
Georgia
$7.14M +$229K +1,904 +3%
AWA
407
A4 Wealth Advisors
North Carolina
$7.07M +$1.89M +15,732 +34%
PFS
408
Prospera Financial Services
Texas
$7.05M +$336K +2,797 +5%
SGWM
409
Sterling Group Wealth Management
California
$7.02M +$8.78K +73 +0.1%
GT
410
Glenmede Trust
Pennsylvania
$7.01M -$7.7K -64 -0.1%
CI
411
Conning Inc
Connecticut
$6.99M -$2.2M -18,321 -23%
FPAS
412
Focus Partners Advisor Solutions
Missouri
$6.95M +$298K +2,474 +4%
WP
413
WealthPLAN Partners
Nebraska
$6.94M -$572K -4,755 -7%
OCA
414
OpenArc Corporate Advisory
Georgia
$6.92M +$465K +3,863 +7%
SFC
415
Summit Financial Consulting
Michigan
$6.9M +$29.8K +248 +0.4%
PWAC
416
Private Wealth Advisors (California)
California
$6.88M -$209K -1,738 -3%
HWA
417
Heritage Wealth Advisors
Virginia
$6.86M +$26.7K +222 +0.4%
TWM
418
Tradition Wealth Management
Minnesota
$6.84M -$95.9K -797 -1%
ABTD
419
Arvest Bank Trust Division
Oklahoma
$6.79M -$6.88M -57,234 -49%
KV
420
Kickstand Ventures
New York
$6.78M +$583K +4,848 +9%
HSWS
421
Higgins & Schmidt Wealth Strategies
Colorado
$6.75M -$851K -7,074 -11%
CCW
422
Coastline Complete Wealth
South Carolina
$6.74M -$13.1M -108,939 -65%
BCWM
423
Bartlett & Co Wealth Management
Ohio
$6.69M +$851K +7,079 +16%
SVWG
424
Shared Vision Wealth Group
United States
$6.66M +$297K +2,472 +4%
GIM
425
Goelzer Investment Management
Indiana
$6.64M +$318K +2,644 +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.