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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
CWM
426
Cranbrook Wealth Management
Michigan
$6.6M -$53.8K -447 -0.8%
BOSSRA
427
B.O.S.S. Retirement Advisors
Utah
$6.58M +$195K +1,621 +3%
CWAG
428
Compton Wealth Advisory Group
Virginia
$6.54M +$9.62K +80 +0.1%
VC
429
Vestor Capital
Illinois
$6.48M +$6.33M +52,628 +1,133%
BCM
430
BTC Capital Management
Iowa
$6.47M -$416K -3,460 -6%
BAM
431
Belpointe Asset Management
Nevada
$6.45M -$536K -4,456 -7%
DWA
432
Dorsey Wright & Associates
California
$6.45M +$3.82M +31,764 +126%
ATS
433
Ashton Thomas Securities
New York
$6.43M +$6.84M +56,905 New
GAM
434
Gotham Asset Management
New York
$6.38M +$141K +1,172 +2%
AF
435
AtlasMark Financial
Texas
$6.34M
NCM
436
Narwhal Capital Management
Georgia
$6.33M
MAM
437
Milestone Asset Management
Pennsylvania
$6.33M +$6.73M +55,960 New
SC
438
Sapient Capital
Indiana
$6.33M -$2.22M -18,464 -25%
CWM
439
Cahaba Wealth Management
Georgia
$6.31M +$23.6K +196 +0.4%
MCCA
440
Mill Creek Capital Advisors
Pennsylvania
$6.31M -$63.1K -525 -0.9%
VCP
441
Verus Capital Partners
Arizona
$6.3M +$266K +2,215 +4%
AFG
442
Albion Financial Group
Utah
$6.23M +$5.2M +43,224 +366%
IP
443
Investment Partners
Ohio
$6.22M +$151K +1,252 +2%
MG
444
Mather Group
Illinois
$6.22M +$1.81M +15,064 +38%
EWM
445
Evercore Wealth Management
New York
$6.18M
CWM
446
Centurion Wealth Management
Virginia
$6.13M +$131K +1,091 +2%
BWMG
447
Barnes Wealth Management Group
California
$6.11M +$144K +1,197 +2%
GI
448
GAMCO Investors
Connecticut
$6.07M -$9.38K -78 -0.1%
RSF
449
Rik Saylor Financial
Ohio
$6.05M +$18.8K +156 +0.3%
AWP
450
Ascent Wealth Partners
New York
$6.03M -$518K -4,305 -7%

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.