IVW icon

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
BAM
426
Belpointe Asset Management
Nevada
$6.45M
DWA
427
Dorsey Wright & Associates
California
$6.45M
ATS
428
Ashton Thomas Securities
New York
$6.43M
GAM
429
Gotham Asset Management
New York
$6.38M
AF
430
AtlasMark Financial
Texas
$6.34M
NCM
431
Narwhal Capital Management
Georgia
$6.33M
MAM
432
Milestone Asset Management
Pennsylvania
$6.33M
SC
433
Sapient Capital
Indiana
$6.33M
CWM
434
Cahaba Wealth Management
Georgia
$6.31M
MCCA
435
Mill Creek Capital Advisors
Pennsylvania
$6.31M
VCP
436
Verus Capital Partners
Arizona
$6.3M
AFG
437
Albion Financial Group
Utah
$6.23M
IP
438
Investment Partners
Ohio
$6.22M
MG
439
Mather Group
Illinois
$6.22M
EWM
440
Evercore Wealth Management
New York
$6.18M
CWM
441
Centurion Wealth Management
Virginia
$6.13M
BWMG
442
Barnes Wealth Management Group
California
$6.11M
GI
443
GAMCO Investors
Connecticut
$6.07M
RSF
444
Rik Saylor Financial
Ohio
$6.05M
AWP
445
Ascent Wealth Partners
New York
$6.03M
TCWA
446
Turtle Creek Wealth Advisors
Texas
$6M
FF
447
Formulate Financial
Florida
$5.97M
SFM
448
Signet Financial Management
New Jersey
$5.96M
JHCP
449
Jackson Hole Capital Partners
Oklahoma
$5.94M
RWM
450
RKL Wealth Management
Pennsylvania
$5.9M